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
$918M
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$19.9M
3
+$11.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.2M
5
AAPL icon
Apple
AAPL
+$9.85M

Top Sells

1
+$1.02M
2
+$564K
3
+$529K
4
GAP
The Gap Inc
GAP
+$519K
5
BEN icon
Franklin Resources
BEN
+$501K

Sector Composition

1 Consumer Discretionary 12.24%
2 Healthcare 11.17%
3 Industrials 8.83%
4 Financials 8.32%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.16%
10,061
+4,997
127
$1.45M 0.16%
86,136
+40,248
128
$1.45M 0.16%
28,240
+17,235
129
$1.42M 0.15%
17,568
+7,376
130
$1.41M 0.15%
15,202
+5,891
131
$1.41M 0.15%
11,035
-1,514
132
$1.39M 0.15%
7,030
+3,556
133
$1.39M 0.15%
20,786
+3,717
134
$1.37M 0.15%
12,380
+940
135
$1.28M 0.14%
12,524
+5,962
136
$1.26M 0.14%
18,520
+7,710
137
$1.24M 0.13%
22,464
+14,994
138
$1.23M 0.13%
61,825
+26,671
139
$1.17M 0.13%
22,500
+11,250
140
$1.14M 0.12%
26,560
+13,255
141
$1.06M 0.12%
18,471
+279
142
$1.06M 0.12%
29,400
+13,800
143
$1.06M 0.12%
12,548
+6,143
144
$1.04M 0.11%
12,300
-6,700
145
$1.02M 0.11%
22,252
+5,126
146
$991K 0.11%
14,940
+7,470
147
$987K 0.11%
29,014
+12,367
148
$974K 0.11%
16,000
+8,000
149
$963K 0.1%
12,570
+6,735
150
$956K 0.1%
21,190
+10,216
4 5
6
7 8