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
$551M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.86M
3
+$1.84M
4
IBM icon
IBM
IBM
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1
+$1.26M
2
+$926K
3
+$565K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$515K
5
GT icon
Goodyear
GT
+$463K

Sector Composition

1 Financials 12%
2 Healthcare 9.83%
3 Technology 9.21%
4 Industrials 9.07%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$208K 0.04%
18,000
202
$205K 0.04%
+15,000
203
$204K 0.04%
+2,923
204
$203K 0.04%
+3,181
205
$202K 0.04%
+4,045
206
$177K 0.03%
11,370
207
$77K 0.01%
894
208
– –
-2,600
209
– –
-5,370
210
– –
-6,013
211
– –
-1,906
212
– –
-5,379
5 6 7 8
9