BAC
Boys Arnold & Co Portfolio holdings
AUM
$556M
1-Year Return
6.52%
This Quarter Return
+8.51%
1 Year Return
-6.52%
3 Year Return
+11.72%
5 Year Return
+26.51%
10 Year Return
–
AUM
$524M
AUM Growth
+$43M
(+8.9%)
Cap. Flow
+$4.5M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
27.76%
Holding
199
New
14
Increased
81
Reduced
66
Closed
6
Top Buys
| 1 |
Conagra Brands
CAG
|
$2.63M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.17M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.51M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.46M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$981K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.43M |
| 2 |
iShares MSCI Canada ETF
EWC
|
$2.09M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.34M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$1.31M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.25M |
Sector Composition
| 1 | Financials | 12.17% |
| 2 | Healthcare | 9.84% |
| 3 | Industrials | 8.53% |
| 4 | Energy | 8.34% |
| 5 | Technology | 8.32% |
