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
176
$502K 0.09%
14,190
+3,150
177
$500K 0.09%
+3,000
178
$496K 0.09%
+8,000
179
$485K 0.08%
+4,300
180
$478K 0.08%
8,081
181
$474K 0.08%
+6,394
182
$470K 0.08%
6,512
+554
183
$466K 0.08%
2,982
+965
184
$466K 0.08%
+15,000
185
$463K 0.08%
+13,039
186
$453K 0.08%
+29,538
187
$451K 0.08%
15,950
+5,625
188
$451K 0.08%
10,535
+2,260
189
$447K 0.08%
+6,358
190
$445K 0.08%
9,000
+500
191
$434K 0.07%
+5,093
192
$433K 0.07%
+3,780
193
$430K 0.07%
+5,350
194
$427K 0.07%
+34,052
195
$426K 0.07%
+12,755
196
$419K 0.07%
+4,807
197
$414K 0.07%
+9,174
198
$413K 0.07%
+4,690
199
$410K 0.07%
+4,170
200
$403K 0.07%
7,470
6 7
8
9 10