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
1
$38.1M 6.56%
481,602
+8,667
2
$26.8M 4.62%
+128,070
3
$21.1M 3.63%
100,133
+46,128
4
$15.9M 2.74%
169,519
+72,839
5
$12.3M 2.12%
81,774
+37,752
6
$10.5M 1.8%
162,451
+130,355
7
$10.4M 1.8%
86,028
+46,186
8
$9.92M 1.71%
86,279
+28,376
9
$9.85M 1.7%
412,240
+195,504
10
$9.66M 1.66%
173,066
+82,810
11
$9.15M 1.57%
108,067
+53,318
12
$8.78M 1.51%
77,485
+52,444
13
$7.95M 1.37%
243,722
+134,422
14
$7.68M 1.32%
80,271
+33,512
15
$7.33M 1.26%
138,144
+80,022
16
$7.1M 1.22%
67,767
+49,798
17
$6.89M 1.19%
70,449
+30,325
18
$6.88M 1.18%
58,892
+5,290
19
$6.83M 1.18%
47,070
+21,025
20
$6.68M 1.15%
147,301
+47,025
21
$6.26M 1.08%
49,005
+27,574
22
$6.09M 1.05%
303,620
+155,995
23
$5.78M 1%
54,598
+32,110
24
$5.73M 0.99%
50,274
+23,340
25
$5.72M 0.98%
39,078
+34,477
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