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
201
$396K 0.07%
+26,550
202
$396K 0.07%
+5,673
203
$387K 0.07%
+4,000
204
$386K 0.07%
+9,387
205
$384K 0.07%
+9,084
206
$379K 0.07%
3,295
+1,090
207
$376K 0.06%
3,575
+425
208
$371K 0.06%
+4,505
209
$363K 0.06%
10,246
+4,157
210
$349K 0.06%
10,650
+300
211
$349K 0.06%
+6,108
212
$346K 0.06%
+39,786
213
$343K 0.06%
25,590
+5,460
214
$342K 0.06%
+9,560
215
$342K 0.06%
5,683
+1,100
216
$340K 0.06%
+8,080
217
$340K 0.06%
+11,000
218
$339K 0.06%
+6,118
219
$336K 0.06%
+4,490
220
$326K 0.06%
+3,022
221
$324K 0.06%
+2,564
222
$323K 0.06%
+14,069
223
$320K 0.06%
+9,507
224
$310K 0.05%
+4,469
225
$308K 0.05%
+37,116
7 8
9
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