BAC

Boys Arnold & Co Portfolio holdings

AUM $556M
1-Year Est. Return 6.52%
This Quarter Est. Return
1 Year Est. Return
-6.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.25%
7,743
+43
102
$1.57M 0.25%
24,214
-585
103
$1.56M 0.25%
27,300
104
$1.56M 0.25%
11,791
+398
105
$1.55M 0.24%
47,016
-1,240
106
$1.52M 0.24%
14,501
+861
107
$1.47M 0.23%
12,183
-30
108
$1.47M 0.23%
61,111
+2,677
109
$1.43M 0.23%
8,726
-400
110
$1.43M 0.22%
18,048
111
$1.42M 0.22%
28,559
112
$1.35M 0.21%
18,442
113
$1.33M 0.21%
14,845
-35
114
$1.33M 0.21%
16,440
+411
115
$1.32M 0.21%
41,683
+1,092
116
$1.31M 0.21%
22,704
117
$1.3M 0.2%
16,860
+350
118
$1.29M 0.2%
24,850
119
$1.27M 0.2%
9,420
+1
120
$1.25M 0.2%
39,646
-1,075
121
$1.23M 0.19%
9,200
+235
122
$1.22M 0.19%
9,534
+521
123
$1.22M 0.19%
9,907
-5,595
124
$1.22M 0.19%
21,878
+1,147
125
$1.21M 0.19%
30,567
+2,346
3 4
5
6 7