BAC

Boys Arnold & Co Portfolio holdings

AUM $556M
1-Year Est. Return 6.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$893K
2
+$434K
3
+$352K

Top Sells

1
+$33.9M
2
+$26.2M
3
+$15.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$15.3M
5
XOM icon
Exxon Mobil
XOM
+$15M

Sector Composition

1 Consumer Discretionary 17.83%
2 Healthcare 10.57%
3 Financials 8.64%
4 Technology 8.11%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
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