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
$625M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.16M
3
+$936K
4
CVX icon
Chevron
CVX
+$649K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$638K

Top Sells

1
+$1.05M
2
+$713K
3
+$606K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$303K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$263K

Sector Composition

1 Industrials 1.99%
2 Energy 1.38%
3 Financials 0.97%
4 Consumer Discretionary 0.82%
5 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.22%
8
27
$1.31M 0.21%
11,419
+435
28
$1.18M 0.19%
15,670
+632
29
$1.16M 0.19%
18,104
-100
30
$1.03M 0.16%
49,333
+100
31
$996K 0.16%
89,806
-11,036
32
$952K 0.15%
22,632
+1
33
$946K 0.15%
5,345
+874
34
$841K 0.13%
9,180
+33
35
$825K 0.13%
7,741
+494
36
$817K 0.13%
21,857
37
$808K 0.13%
13,426
38
$727K 0.12%
8,232
+3,900
39
$725K 0.12%
17,300
40
$719K 0.12%
12,931
+564
41
$718K 0.11%
13,204
+1,170
42
$695K 0.11%
8,984
-150
43
$687K 0.11%
14,626
44
$686K 0.11%
15,342
+1,367
45
$614K 0.1%
15,076
+147
46
$572K 0.09%
29,024
-2,268
47
$557K 0.09%
16,802
+365
48
$519K 0.08%
5,793
49
$515K 0.08%
5,941
+2,040
50
$512K 0.08%
+13,357
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