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
$515M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.09M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M
5
MS icon
Morgan Stanley
MS
+$1.2M

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.72M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.05M
5
MMM icon
3M
MMM
+$1.04M

Sector Composition

1 Healthcare 10.8%
2 Consumer Discretionary 10.41%
3 Technology 10.19%
4 Industrials 9.19%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$491K 0.1%
7,829
152
$477K 0.09%
9,725
153
$460K 0.09%
14,531
-520
154
$456K 0.09%
13,070
+571
155
$455K 0.09%
5,736
-8
156
$446K 0.09%
5,881
157
$441K 0.09%
15,290
-775
158
$436K 0.08%
12,490
-13,585
159
$414K 0.08%
8,431
-1,095
160
$411K 0.08%
9,805
-550
161
$411K 0.08%
+18,950
162
$405K 0.08%
8,225
-3,250
163
$405K 0.08%
+9,938
164
$392K 0.08%
6,870
165
$391K 0.08%
7,229
+2,406
166
$388K 0.08%
13,382
+4,390
167
$387K 0.08%
3,780
168
$353K 0.07%
6,000
-2,000
169
$332K 0.06%
8,304
170
$323K 0.06%
5,174
-4,000
171
$313K 0.06%
7,875
-110
172
$312K 0.06%
15,920
173
$305K 0.06%
3,343
174
$294K 0.06%
4,525
-110
175
$287K 0.06%
7,000
-800
5 6
7
8 9