BOS

Bingham Osborn & Scarborough Portfolio holdings

AUM $1.42B
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$71.2M
3
+$59.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.96%
2 Energy 1.27%
3 Financials 1.04%
4 Consumer Discretionary 0.78%
5 Technology 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.22%
+18,204
27
$1.22M 0.21%
+10,984
28
$1.16M 0.2%
+15,038
29
$1.07M 0.18%
+100,842
30
$934K 0.16%
+49,233
31
$914K 0.16%
+22,631
32
$822K 0.14%
+21,857
33
$817K 0.14%
+4,471
34
$786K 0.14%
+9,147
35
$784K 0.13%
+17,300
36
$773K 0.13%
+31,081
37
$713K 0.12%
+59,876
38
$703K 0.12%
+7,247
39
$699K 0.12%
+13,426
40
$692K 0.12%
+14,626
41
$671K 0.12%
+9,134
42
$617K 0.11%
+12,367
43
$582K 0.1%
+12,034
44
$578K 0.1%
+13,975
45
$576K 0.1%
+31,292
46
$575K 0.1%
+14,929
47
$519K 0.09%
+15,154
48
$505K 0.09%
+16,437
49
$500K 0.09%
+7,810
50
$499K 0.09%
+6,107
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