BOYS ARNOLD & CO INC
data from 31/03/2020
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in BOYS ARNOLD & CO INC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2020/03/31 | IVV | ISHARES TR | 8.17% | 46.208 M $ | 178823 | 2012/12/31 | -11.063 M $ | -20.06 % |
| 2020/03/31 | LOW | LOWES COS INC | 7.07% | 39.989 M $ | 464720 | 2012/12/31 | -15.676 M $ | -28.15 % |
| 2020/03/31 | SPY | SPDR S&P 500 ETF TR | 5.74% | 32.471 M $ | 125980 | 2016/06/30 | -8.034 M $ | -19.92 % |
| 2020/03/31 | AAPL | APPLE INC | 5.20% | 29.396 M $ | 115601 | 2013/03/31 | -5.706 M $ | -13.40 % |
| 2020/03/31 | IWM | ISHARES TR | 1.81% | 10.253 M $ | 89575 | 2012/12/31 | -4.623 M $ | -30.91 % |
| 2020/03/31 | EFA | ISHARES TR | 1.65% | 9.328 M $ | 174486 | 2012/12/31 | -2.814 M $ | -23.01 % |
| 2020/03/31 | MUB | ISHARES TR | 1.61% | 9.081 M $ | 80355 | 2012/12/31 | -79.940 K $ | -0.79 % |
| 2020/03/31 | IWB | ISHARES TR | 1.55% | 8.774 M $ | 61992 | 2012/12/31 | -1.913 M $ | -20.68 % |
| 2020/03/31 | SUB | ISHARES TR | 1.46% | 8.236 M $ | 77480 | 2012/12/31 | -40.826 K $ | -0.45 % |
| 2020/03/31 | JNJ | JOHNSON & JOHNSON | 1.44% | 8.139 M $ | 62067 | 2012/12/31 | -1.023 M $ | -10.10 % |
| 2020/03/31 | RTN | RAYTHEON CO | 1.41% | 7.973 M $ | 84173 | 2019/12/31 | -90.273 K $ | -40.30 % |
| 2020/03/31 | GVI | ISHARES TR | 1.38% | 7.832 M $ | 68274 | 2012/12/31 | 147.438 K $ | 1.83 % |
| 2020/03/31 | LQD | ISHARES TR | 1.35% | 7.656 M $ | 61983 | 2012/12/31 | -258.958 K $ | -3.48 % |
| 2020/03/31 | MSFT | MICROSOFT CORP | 1.31% | 7.425 M $ | 47077 | 2013/06/30 | 491.000 $ | 0.01 % |
| 2020/03/31 | HD | HOME DEPOT INC | 1.31% | 7.399 M $ | 39630 | 2012/12/31 | -1.249 M $ | -14.50 % |
| 2020/03/31 | META | FACEBOOK INC | 1.26% | 7.125 M $ | 42717 | 2016/06/30 | -1.600 M $ | -18.73 % |
| 2020/03/31 | XLK | SELECT SECTOR SPDR TR | 1.25% | 7.055 M $ | 87787 | 2012/12/31 | -1.022 M $ | -12.33 % |
| 2020/03/31 | IGSB | ISHARES TR | 1.19% | 6.708 M $ | 128120 | 2012/12/31 | -170.545 K $ | -2.37 % |
| 2020/03/31 | IEFA | ISHARES TR | 1.17% | 6.621 M $ | 132709 | 2016/09/30 | -2.150 M $ | -23.53 % |
| 2020/03/31 | JPM | JPMORGAN CHASE & CO | 1.09% | 6.157 M $ | 68386 | 2013/06/30 | -3.409 M $ | -35.42 % |
| 2020/03/31 | PG | PROCTER & GAMBLE CO | 1.08% | 6.132 M $ | 55748 | 2012/12/31 | -873.795 K $ | -11.93 % |
| 2020/03/31 | IGIB | ISHARES TR | 1.06% | 6.014 M $ | 109505 | 2012/12/31 | -354.167 K $ | -5.28 % |
| 2020/03/31 | KO | COCA COLA CO | 1.01% | 5.728 M $ | 129442 | 2012/12/31 | -1.456 M $ | -20.06 % |
| 2020/03/31 | AAPL | APPLE INC | 0.99% | 5.594 M $ | 22000 | 2019/09/30 | -432.959 K $ | -13.40 % |
| 2020/03/31 | AGG | ISHARES TR | 0.93% | 5.242 M $ | 45437 | 2012/12/31 | 130.461 K $ | 2.67 % |
| 2020/03/31 | DIS | DISNEY WALT CO | 0.92% | 5.200 M $ | 53831 | 2012/12/31 | -2.493 M $ | -33.21 % |
| 2020/03/31 | IJH | ISHARES TR | 0.89% | 5.048 M $ | 35092 | 2012/12/31 | -2.205 M $ | -30.10 % |
| 2020/03/31 | GOOGL | ALPHABET INC | 0.84% | 4.755 M $ | 4092 | 2015/09/30 | -775.592 K $ | -13.24 % |
| 2020/03/31 | XLF | SELECT SECTOR SPDR TR | 0.78% | 4.402 M $ | 211428 | 2012/12/31 | -2.201 M $ | -32.36 % |
| 2020/03/31 | GOOG | ALPHABET INC | 0.78% | 4.393 M $ | 3778 | 2015/09/30 | -655.514 K $ | -13.03 % |
| 2020/03/31 | AMZN | AMAZON COM INC | 0.74% | 4.176 M $ | 2142 | 2016/06/30 | 250.001 K $ | 5.52 % |
| 2020/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.73% | 4.142 M $ | 22655 | 2012/12/31 | -1.016 M $ | -19.28 % |
| 2020/03/31 | ABT | ABBOTT LABS | 0.70% | 3.973 M $ | 50345 | 2012/12/31 | -403.820 K $ | -9.15 % |
| 2020/03/31 | PEP | PEPSICO INC | 0.68% | 3.857 M $ | 32114 | 2012/12/31 | -516.917 K $ | -12.12 % |
| 2020/03/31 | PFE | PFIZER INC | 0.67% | 3.781 M $ | 115837 | 2012/12/31 | -772.740 K $ | -16.68 % |
| 2020/03/31 | TJX | TJX COS INC NEW | 0.67% | 3.771 M $ | 78868 | 2013/06/30 | -1.110 M $ | -21.70 % |
| 2020/03/31 | EEM | ISHARES TR | 0.64% | 3.628 M $ | 106295 | 2012/12/31 | -1.209 M $ | -23.93 % |
| 2020/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.61% | 3.456 M $ | 13857 | 2012/12/31 | -630.064 K $ | -15.17 % |
| 2020/03/31 | AXP | AMERICAN EXPRESS CO | 0.61% | 3.449 M $ | 40285 | 2012/12/31 | -1.457 M $ | -31.23 % |
| 2020/03/31 | MRK | MERCK & CO. INC | 0.60% | 3.395 M $ | 44124 | 2012/12/31 | -601.032 K $ | -15.40 % |
| 2020/03/31 | TXN | TEXAS INSTRS INC | 0.60% | 3.374 M $ | 33759 | 2012/12/31 | -960.524 K $ | -22.11 % |
| 2020/03/31 | XOM | EXXON MOBIL CORP | 0.59% | 3.346 M $ | 88126 | 2013/03/31 | -3.220 M $ | -45.59 % |
| 2020/03/31 | T | AT&T INC | 0.59% | 3.342 M $ | 114654 | 2013/06/30 | -1.178 M $ | -25.43 % |
| 2020/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.59% | 3.310 M $ | 24217 | 2012/12/31 | -803.191 K $ | -19.84 % |
| 2020/03/31 | DHR | DANAHER CORPORATION | 0.56% | 3.193 M $ | 23068 | 2013/06/30 | -340.630 K $ | -9.81 % |
| 2020/03/31 | CVS | CVS HEALTH CORP | 0.53% | 3.000 M $ | 50566 | 2012/12/31 | -771.442 K $ | -20.14 % |
| 2020/03/31 | SYK | STRYKER CORP | 0.52% | 2.958 M $ | 17766 | 2012/12/31 | -945.080 K $ | -20.70 % |
| 2020/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.50% | 2.850 M $ | 25691 | 2012/12/31 | -638.860 K $ | -17.22 % |
| 2020/03/31 | MCD | MCDONALDS CORP | 0.50% | 2.818 M $ | 17042 | 2012/12/31 | -492.448 K $ | -16.32 % |
| 2020/03/31 | COST | COSTCO WHSL CORP NEW | 0.49% | 2.761 M $ | 9685 | 2012/12/31 | -97.305 K $ | -2.99 % |
| 2020/03/31 | WMT | WALMART INC | 0.48% | 2.736 M $ | 24078 | 2013/06/30 | -127.592 K $ | -4.39 % |
| 2020/03/31 | INTC | INTEL CORP | 0.48% | 2.725 M $ | 50345 | 2012/12/31 | -288.115 K $ | -9.58 % |
| 2020/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.48% | 2.720 M $ | 10 | 2012/12/31 | -675.900 K $ | -19.90 % |
| 2020/03/31 | CVX | CHEVRON CORP NEW | 0.48% | 2.694 M $ | 37183 | 2012/12/31 | -1.935 M $ | -39.88 % |
| 2020/03/31 | QQQ | INVESCO QQQ TR | 0.46% | 2.623 M $ | 13775 | 2018/06/30 | -215.103 K $ | -10.45 % |
| 2020/03/31 | V | VISA INC | 0.46% | 2.578 M $ | 15998 | 2015/09/30 | -473.952 K $ | -14.25 % |
| 2020/03/31 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.45% | 2.530 M $ | 9625 | 2016/06/30 | -1.117 M $ | -29.97 % |
| 2020/03/31 | BND | VANGUARD BD INDEX FDS | 0.44% | 2.481 M $ | 29071 | 2015/09/30 | 37.364 K $ | 1.78 % |
| 2020/03/31 | NEE | NEXTERA ENERGY INC | 0.43% | 2.416 M $ | 10040 | 2012/12/31 | -15.374 K $ | -0.63 % |
| 2020/03/31 | IEMG | ISHARES INC | 0.42% | 2.399 M $ | 59291 | 2017/03/31 | -759.204 K $ | -24.72 % |
| 2020/03/31 | VEA | VANGUARD TAX-MANAGED INTL FD | 0.42% | 2.390 M $ | 71692 | 2015/06/30 | -1.235 M $ | -24.33 % |
| 2020/03/31 | ORCL | ORACLE CORP | 0.42% | 2.379 M $ | 49219 | 2012/12/31 | -233.629 K $ | -8.78 % |
| 2020/03/31 | IEF | ISHARES TR | 0.41% | 2.342 M $ | 19275 | 2016/06/30 | 217.036 K $ | 10.22 % |
| 2020/03/31 | XLV | SELECT SECTOR SPDR TR | 0.41% | 2.322 M $ | 26218 | 2013/06/30 | -380.179 K $ | -13.04 % |
| 2020/03/31 | CSCO | CISCO SYS INC | 0.40% | 2.257 M $ | 57418 | 2012/12/31 | -699.413 K $ | -18.04 % |
| 2020/03/31 | XLP | SELECT SECTOR SPDR TR | 0.39% | 2.227 M $ | 40878 | 2012/12/31 | -358.798 K $ | -13.51 % |
| 2020/03/31 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.38% | 2.146 M $ | 44903 | 2014/03/31 | -462.949 K $ | -17.74 % |
| 2020/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.37% | 2.088 M $ | 38865 | 2012/12/31 | -268.227 K $ | -12.49 % |
| 2020/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.35% | 1.984 M $ | 19190 | 2013/06/30 | -408.064 K $ | -17.06 % |
| 2020/03/31 | IVW | ISHARES TR | 0.35% | 1.974 M $ | 11962 | 2012/12/31 | -366.566 K $ | -14.77 % |
| 2020/03/31 | XLY | SELECT SECTOR SPDR TR | 0.34% | 1.936 M $ | 19740 | 2013/06/30 | -577.010 K $ | -21.80 % |
| 2020/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.34% | 1.926 M $ | 34554 | 2012/12/31 | -330.420 K $ | -13.16 % |
| 2020/03/31 | RTN | RAYTHEON CO | 0.33% | 1.887 M $ | 20000 | 2020/03/31 | 0.000 $ | 0.00 % |
| 2020/03/31 | DUK | DUKE ENERGY CORP NEW | 0.32% | 1.801 M $ | 22266 | 2012/12/31 | -232.177 K $ | -11.33 % |
| 2020/03/31 | XLU | SELECT SECTOR SPDR TR | 0.31% | 1.732 M $ | 31249 | 2012/12/31 | -274.909 K $ | -14.25 % |
| 2020/03/31 | FISV | FISERV INC | 0.30% | 1.715 M $ | 18052 | 2012/12/31 | -410.777 K $ | -17.85 % |
| 2020/03/31 | IWF | ISHARES TR | 0.30% | 1.710 M $ | 11353 | 2013/12/31 | -290.023 K $ | -14.36 % |
| 2020/03/31 | XLI | SELECT SECTOR SPDR TR | 0.30% | 1.677 M $ | 28417 | 2013/09/30 | -703.379 K $ | -27.57 % |
| 2020/03/31 | USB | US BANCORP DEL | 0.29% | 1.659 M $ | 48150 | 2012/12/31 | -1.196 M $ | -41.89 % |
| 2020/03/31 | MA | MASTERCARD INC | 0.29% | 1.651 M $ | 6834 | 2015/09/30 | -439.359 K $ | -19.10 % |
| 2020/03/31 | BA | BOEING CO | 0.29% | 1.640 M $ | 10998 | 2012/12/31 | -1.935 M $ | -54.22 % |
| 2020/03/31 | OEF | ISHARES TR | 0.29% | 1.619 M $ | 13648 | 2012/12/31 | -345.959 K $ | -17.68 % |
| 2020/03/31 | SHY | ISHARES TR | 0.29% | 1.612 M $ | 18602 | 2012/12/31 | 35.908 K $ | 2.41 % |
| 2020/03/31 | AFL | AFLAC INC | 0.28% | 1.601 M $ | 46767 | 2012/12/31 | -873.791 K $ | -35.28 % |
| 2020/03/31 | SCHW | SCHWAB CHARLES CORP | 0.27% | 1.548 M $ | 46052 | 2016/03/31 | -689.360 K $ | -29.31 % |
| 2020/03/31 | AMGN | AMGEN INC | 0.27% | 1.524 M $ | 7519 | 2012/12/31 | -283.907 K $ | -15.91 % |
| 2020/03/31 | MMM | 3M CO | 0.27% | 1.512 M $ | 11079 | 2012/12/31 | -380.284 K $ | -18.92 % |
| 2020/03/31 | META | FACEBOOK INC | 0.27% | 1.501 M $ | 9000 | 2019/09/30 | -346.049 K $ | -18.74 % |
| 2020/03/31 | TFC | TRUIST FINL CORP | 0.26% | 1.486 M $ | 48196 | 2019/12/31 | -581.351 K $ | -45.24 % |
| 2020/03/31 | USIG | ISHARES TR | 0.26% | 1.462 M $ | 26100 | 2012/12/31 | -59.507 K $ | -3.91 % |
| 2020/03/31 | IWR | ISHARES TR | 0.25% | 1.390 M $ | 32199 | 2016/06/30 | -514.621 K $ | -27.59 % |
| 2020/03/31 | TIP | ISHARES TR | 0.24% | 1.380 M $ | 11705 | 2012/12/31 | 17.382 K $ | 1.16 % |
| 2020/03/31 | GBF | ISHARES TR | 0.24% | 1.379 M $ | 11370 | 2012/12/31 | 42.254 K $ | 3.05 % |
| 2020/03/31 | XLB | SELECT SECTOR SPDR TR | 0.24% | 1.359 M $ | 30176 | 2012/12/31 | -511.481 K $ | -26.67 % |
| 2020/03/31 | HDV | ISHARES TR | 0.24% | 1.347 M $ | 18820 | 2013/03/31 | -503.084 K $ | -27.05 % |
| 2020/03/31 | ITW | ILLINOIS TOOL WKS INC | 0.24% | 1.332 M $ | 9375 | 2013/06/30 | -351.656 K $ | -20.88 % |
| 2020/03/31 | HYG | ISHARES TR | 0.24% | 1.330 M $ | 17254 | 2012/12/31 | -219.073 K $ | -12.36 % |
| 2020/03/31 | ABBV | ABBVIE INC | 0.24% | 1.329 M $ | 17445 | 2013/03/31 | -214.210 K $ | -13.95 % |
| 2020/03/31 | GD | GENERAL DYNAMICS CORP | 0.23% | 1.291 M $ | 9757 | 2012/12/31 | -439.607 K $ | -24.98 % |
| 2020/03/31 | IAU | ISHARES GOLD TRUST | 0.22% | 1.246 M $ | 82677 | 2016/06/30 | 48.835 K $ | 3.93 % |