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
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$829K 0.13%
19,602
-1,036
152
$813K 0.13%
4,091
+971
153
$807K 0.13%
15,972
+248
154
$804K 0.13%
9,730
+1,171
155
$786K 0.12%
11,915
-2,845
156
$783K 0.12%
17,660
+360
157
$775K 0.12%
6,537
158
$751K 0.12%
4,889
+1,888
159
$746K 0.12%
21,950
+10,950
160
$745K 0.12%
+15,592
161
$726K 0.11%
13,771
162
$711K 0.11%
3,260
+510
163
$699K 0.11%
23,233
+2
164
$692K 0.11%
13,325
-500
165
$688K 0.11%
6,144
-285
166
$683K 0.11%
7,684
+436
167
$682K 0.11%
8,684
+769
168
$668K 0.11%
10,454
-4,040
169
$658K 0.1%
8,170
-4,047
170
$655K 0.1%
12,048
-209
171
$655K 0.1%
20,720
-800
172
$629K 0.1%
83,200
+920
173
$618K 0.1%
11,722
+666
174
$613K 0.1%
12,852
+3,768
175
$612K 0.1%
13,080
+2,000
5 6
7
8 9