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
$586M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.48M
3
+$1.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$741K
5
FTV icon
Fortive
FTV
+$644K

Top Sells

1
+$2.02M
2
+$1.18M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$932K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$846K

Sector Composition

1 Consumer Discretionary 9.95%
2 Healthcare 9.34%
3 Industrials 8.27%
4 Technology 7.92%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$411K 0.07%
9,387
202
$405K 0.07%
39,795
+9
203
$404K 0.07%
30,543
-19,529
204
$403K 0.07%
26,550
205
$400K 0.07%
24,990
-600
206
$400K 0.07%
3,120
+496
207
$397K 0.07%
25,552
-8,500
208
$397K 0.07%
9,084
209
$396K 0.07%
3,575
210
$394K 0.07%
4,170
211
$389K 0.07%
+28,998
212
$377K 0.06%
11,000
213
$375K 0.06%
4,167
+600
214
$373K 0.06%
43,404
+6,288
215
$367K 0.06%
+18,296
216
$365K 0.06%
7,732
+714
217
$365K 0.06%
4,000
218
$355K 0.06%
10,650
219
$355K 0.06%
9,453
-793
220
$352K 0.06%
8,080
221
$351K 0.06%
6,118
222
$349K 0.06%
4,490
223
$345K 0.06%
20,010
+2,510
224
$345K 0.06%
3,230
-550
225
$343K 0.06%
7,550
+1,935
7 8
9
10 11