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
126
$1.21M 0.19%
11,490
-1,375
127
$1.19M 0.19%
19,945
+900
128
$1.17M 0.18%
14,444
-1,737
129
$1.16M 0.18%
16,960
-3,063
130
$1.1M 0.17%
13,003
+165
131
$1.08M 0.17%
9,522
-265
132
$1.08M 0.17%
22,745
-2,625
133
$1.08M 0.17%
6,094
+402
134
$1.04M 0.16%
44,130
-355
135
$1M 0.16%
14,536
+1,596
136
$993K 0.16%
16,629
+7,629
137
$991K 0.16%
6,043
-98
138
$989K 0.16%
23,090
-5,860
139
$969K 0.15%
7,318
+1,362
140
$965K 0.15%
20,492
+7,427
141
$944K 0.15%
22,401
-2,123
142
$936K 0.15%
8,992
+475
143
$931K 0.15%
16,062
+5,747
144
$921K 0.15%
6,481
+359
145
$905K 0.14%
19,693
-8,143
146
$868K 0.14%
9,360
+400
147
$863K 0.14%
14,432
+3,075
148
$862K 0.14%
10,300
149
$846K 0.13%
30,644
+624
150
$839K 0.13%
11,250
4 5
6
7 8