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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.2%
20,710
+13,495
127
$1.14M 0.2%
+9,865
128
$1.13M 0.19%
16,572
+4,835
129
$1.04M 0.18%
12,817
+747
130
$1.04M 0.18%
+20,569
131
$996K 0.17%
27,233
+6,520
132
$956K 0.16%
+8,460
133
$947K 0.16%
6,226
+520
134
$914K 0.16%
+31,225
135
$904K 0.16%
25,654
+7,274
136
$900K 0.15%
+7,064
137
$896K 0.15%
10,331
+7,406
138
$870K 0.15%
33,500
+8,035
139
$827K 0.14%
+8,243
140
$822K 0.14%
11,174
+6,686
141
$804K 0.14%
15,710
+10,410
142
$781K 0.13%
+8,412
143
$774K 0.13%
14,015
+8,913
144
$737K 0.13%
+8,326
145
$735K 0.13%
+6,537
146
$734K 0.13%
+12,630
147
$710K 0.12%
+11,167
148
$710K 0.12%
14,000
+7,125
149
$707K 0.12%
+24,963
150
$698K 0.12%
+7,868
4 5
6
7 8