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
176
$275K 0.05%
3,169
+855
177
$271K 0.05%
8,325
178
$265K 0.05%
5,038
-500
179
$262K 0.05%
4,718
-2,466
180
$258K 0.05%
4,466
-115
181
$258K 0.05%
9,600
182
$256K 0.05%
5,862
-566
183
$252K 0.05%
+2,425
184
$252K 0.05%
2,650
+1
185
$251K 0.05%
2,200
-1,700
186
$248K 0.05%
+1,166
187
$246K 0.05%
2,061
-1,660
188
$245K 0.05%
3,025
189
$245K 0.05%
6,787
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190
$242K 0.05%
5,000
+500
191
$235K 0.05%
5,085
+4
192
$234K 0.05%
12,518
193
$233K 0.05%
4,490
194
$233K 0.05%
+2,094
195
$231K 0.04%
5,853
-300
196
$217K 0.04%
2,270
197
$217K 0.04%
12,000
-6,000
198
$213K 0.04%
3,795
199
$209K 0.04%
1,900
-100
200
$206K 0.04%
7,650
-31,955
5 6 7
8
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