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
$687M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.87M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.03M
5
GOGO icon
Gogo Inc
GOGO
+$720K

Top Sells

1
+$1.9M
2
+$1.32M
3
+$1.03M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$579K
5
SLV icon
iShares Silver Trust
SLV
+$409K

Sector Composition

1 Industrials 2.38%
2 Energy 1.24%
3 Financials 1.02%
4 Consumer Discretionary 0.94%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.23%
28,789
-1,092
27
$1.42M 0.21%
8
28
$1.37M 0.2%
16,855
+1,185
29
$1.19M 0.17%
29,212
+14,058
30
$1.15M 0.17%
18,104
31
$1.14M 0.17%
90,101
+295
32
$1.12M 0.16%
22,634
+2
33
$1.08M 0.16%
6,015
+670
34
$909K 0.13%
9,134
-46
35
$877K 0.13%
7,606
-135
36
$869K 0.13%
13,426
37
$850K 0.12%
16,094
+752
38
$830K 0.12%
21,857
39
$823K 0.12%
17,300
40
$799K 0.12%
8,725
+2,784
41
$798K 0.12%
12,931
42
$762K 0.11%
8,984
43
$756K 0.11%
13,220
+16
44
$720K 0.1%
+29,000
45
$701K 0.1%
14,626
46
$696K 0.1%
24,933
+5,420
47
$637K 0.09%
15,235
+159
48
$628K 0.09%
16,407
-395
49
$587K 0.09%
26,532
-2,492
50
$585K 0.09%
15,274
+722
1
2
3 4 5