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
State Street Utilities Select Sector SPDR ETF
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
176
$607K 0.1%
27,720
+4,210
177
$606K 0.1%
39,078
+678
178
$589K 0.09%
8,081
179
$580K 0.09%
11,659
+608
180
$573K 0.09%
14,236
181
$569K 0.09%
8,955
-368
182
$564K 0.09%
15,800
183
$560K 0.09%
4,478
+1,953
184
$558K 0.09%
9,451
-83
185
$554K 0.09%
14,535
186
$552K 0.09%
14,527
-3,717
187
$551K 0.09%
14,248
+162
188
$548K 0.09%
+3,200
189
$546K 0.09%
25,124
+284
190
$542K 0.09%
4,530
-898
191
$537K 0.08%
3,622
+183
192
$531K 0.08%
6,670
-800
193
$530K 0.08%
10,665
-1,320
194
$522K 0.08%
4,643
+354
195
$519K 0.08%
4,226
+651
196
$517K 0.08%
4,300
+33
197
$506K 0.08%
4,375
198
$505K 0.08%
4,768
+119
199
$503K 0.08%
9,087
200
$500K 0.08%
8,000
6 7
8
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