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
$524M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.17M
3
+$1.51M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.46M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$981K

Top Sells

1
+$3.43M
2
+$2.09M
3
+$1.34M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.3M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$445K 0.08%
5,025
-425
152
$434K 0.08%
27,888
-1,540
153
$419K 0.08%
8,025
+3,700
154
$417K 0.08%
19,825
+133
155
$412K 0.08%
7,913
156
$407K 0.08%
4,491
-62
157
$405K 0.08%
9,861
+6
158
$400K 0.08%
10,855
-1,500
159
$390K 0.07%
7,241
+300
160
$375K 0.07%
6,870
161
$360K 0.07%
+14,550
162
$358K 0.07%
11,175
-8,525
163
$340K 0.06%
6,241
-447
164
$334K 0.06%
5,835
-500
165
$328K 0.06%
9,085
166
$322K 0.06%
6,182
167
$320K 0.06%
4,625
168
$312K 0.06%
3,720
+80
169
$309K 0.06%
5,924
170
$303K 0.06%
4,250
+550
171
$287K 0.05%
6,234
-3,403
172
$279K 0.05%
9,600
173
$273K 0.05%
5,076
174
$272K 0.05%
4,700
-200
175
$268K 0.05%
6,428
4 5 6
7
8