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
1
$25M 4.53%
510,637
+205
2
$19.5M 3.54%
360,167
+533
3
$18.3M 3.33%
187,796
+3,018
4
$15.7M 2.84%
83,203
+4,552
5
$13.8M 2.51%
188,088
-2,080
6
$12.1M 2.19%
97,307
+7,594
7
$11.1M 2.01%
164,809
+15,213
8
$11M 1.99%
59,756
+9,412
9
$10.9M 1.98%
111,381
+6,978
10
$10.5M 1.9%
88,030
+1,941
11
$9.97M 1.81%
85,708
+175
12
$9.96M 1.81%
123,551
+3,455
13
$8.95M 1.62%
99,404
-3,545
14
$7.59M 1.38%
185,132
+8,780
15
$7.56M 1.37%
94,413
-3,128
16
$7.45M 1.35%
192,675
+13,755
17
$7.32M 1.33%
69,892
+1,035
18
$7.26M 1.32%
378,728
+75,796
19
$7.19M 1.3%
95,992
+1,250
20
$7.17M 1.3%
65,191
-1,155
21
$7.04M 1.28%
359,231
-4,984
22
$6.85M 1.24%
258,544
-2,640
23
$6.8M 1.23%
69,726
+5,325
24
$6.61M 1.2%
92,485
+10,729
25
$6.16M 1.12%
143,733
-888
1
2 3 4 5