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
$581M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$9.71M
3
+$8.41M
4
XOM icon
Exxon Mobil
XOM
+$6.83M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.94M

Top Sells

1
+$422K
2
+$312K
3
+$5.04K

Sector Composition

1 Consumer Discretionary 10.32%
2 Healthcare 9.71%
3 Industrials 8.22%
4 Consumer Staples 8.06%
5 Technology 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$697K 0.12%
+23,336
152
$686K 0.12%
+3,674
153
$679K 0.12%
+8,960
154
$676K 0.12%
9,481
+1,118
155
$661K 0.11%
6,587
+3,677
156
$652K 0.11%
+10,300
157
$643K 0.11%
48,441
+28,548
158
$642K 0.11%
+11,250
159
$641K 0.11%
4,939
+1,889
160
$611K 0.11%
+11,285
161
$597K 0.1%
+23,750
162
$597K 0.1%
+15,724
163
$585K 0.1%
+5,273
164
$572K 0.1%
+10,665
165
$563K 0.1%
+14,105
166
$556K 0.1%
+6,529
167
$548K 0.09%
+5,092
168
$547K 0.09%
+15,800
169
$539K 0.09%
+82,192
170
$532K 0.09%
+50,072
171
$528K 0.09%
21,520
+8,040
172
$528K 0.09%
+7,863
173
$528K 0.09%
11,860
+2,950
174
$513K 0.09%
14,300
+1,000
175
$502K 0.09%
+26,815
5 6
7
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