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
$660M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.56M
3
+$1.48M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
5
RSF
RiverNorth Capital and Income Fund
RSF
+$1.12M

Top Sells

1
+$3.77M
2
+$2.42M
3
+$2.24M
4
XOM icon
Exxon Mobil
XOM
+$2.19M
5
CVX icon
Chevron
CVX
+$2.16M

Sector Composition

1 Consumer Discretionary 11.89%
2 Technology 10.24%
3 Financials 7.16%
4 Healthcare 7.02%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.21%
7,153
+654
102
$1.39M 0.21%
18,883
103
$1.37M 0.21%
9,262
-650
104
$1.34M 0.2%
10,576
+250
105
$1.33M 0.2%
6,090
+2,425
106
$1.33M 0.2%
11,834
-427
107
$1.32M 0.2%
14,274
-1,905
108
$1.3M 0.19%
45,289
109
$1.29M 0.19%
16,561
+471
110
$1.28M 0.19%
10,807
+1,015
111
$1.25M 0.19%
16,768
-17,447
112
$1.22M 0.18%
10,675
-292
113
$1.19M 0.18%
7,730
+5
114
$1.17M 0.18%
6,980
-132
115
$1.16M 0.17%
12,297
-5,535
116
$1.12M 0.17%
14,570
-4,890
117
$1.12M 0.17%
+59,644
118
$1.12M 0.17%
9,875
119
$1.11M 0.17%
21,844
-9,720
120
$1.11M 0.17%
17,591
-7,044
121
$1.09M 0.16%
43,600
+16,100
122
$1.08M 0.16%
12,686
-60
123
$1.07M 0.16%
23,392
-94
124
$1.02M 0.15%
10,068
+1,208
125
$1.02M 0.15%
8,035
3 4
5
6 7