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
$705M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$422K
3
+$342K
4
AMZN icon
Amazon
AMZN
+$333K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$322K

Top Sells

1
+$7.02M
2
+$4.64M
3
+$1.01M
4
MMM icon
3M
MMM
+$798K
5
IBM icon
IBM
IBM
+$784K

Sector Composition

1 Consumer Discretionary 11.79%
2 Technology 11.57%
3 Healthcare 7.96%
4 Financials 7.53%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.17%
30,498
-11,918
127
$1.25M 0.17%
17,197
+375
128
$1.24M 0.17%
38,378
-3,485
129
$1.2M 0.17%
14,245
-800
130
$1.2M 0.17%
40,409
-2,347
131
$1.19M 0.17%
10,257
+1,300
132
$1.17M 0.16%
12,118
-545
133
$1.17M 0.16%
13,664
-100
134
$1.13M 0.16%
5,042
+105
135
$1.12M 0.16%
10,250
136
$1.12M 0.15%
6,052
137
$1.11M 0.15%
35,874
+4,136
138
$1.1M 0.15%
6,537
139
$1.07M 0.15%
6,582
+275
140
$1.06M 0.15%
10,380
141
$1.06M 0.15%
32,451
-545
142
$1.03M 0.14%
14,382
143
$1.02M 0.14%
18,488
+68
144
$1.01M 0.14%
10,079
+1,850
145
$979K 0.14%
18,035
+92
146
$977K 0.14%
11,250
147
$965K 0.13%
33,552
148
$961K 0.13%
14,333
149
$937K 0.13%
8,728
+533
150
$929K 0.13%
13,521
+75
4 5
6
7 8