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
$711M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.14M
3
+$3.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Top Sells

1
+$1.65M
2
+$1.35M
3
+$1.2M
4
GOGO icon
Gogo Inc
GOGO
+$720K
5
MAR icon
Marriott International
MAR
+$703K

Sector Composition

1 Industrials 2.24%
2 Energy 1.17%
3 Financials 1.14%
4 Technology 0.82%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.24%
90,832
+308
27
$1.73M 0.24%
17,820
-868
28
$1.69M 0.24%
28,129
-660
29
$1.5M 0.21%
8
30
$1.49M 0.21%
11,979
-426
31
$1.36M 0.19%
16,855
32
$1.15M 0.16%
6,224
+209
33
$1.09M 0.15%
18,104
34
$906K 0.13%
21,857
35
$871K 0.12%
8,641
-493
36
$869K 0.12%
23,075
+7,700
37
$868K 0.12%
8,841
+116
38
$824K 0.12%
12,931
39
$794K 0.11%
15,444
-650
40
$794K 0.11%
6,821
-785
41
$762K 0.11%
14,626
42
$757K 0.11%
8,804
-180
43
$751K 0.11%
13,045
-175
44
$741K 0.1%
7,614
+2,199
45
$740K 0.1%
18,229
+9,856
46
$737K 0.1%
11,596
+4,156
47
$736K 0.1%
11,142
-2,284
48
$736K 0.1%
26,499
+1,566
49
$732K 0.1%
17,885
+1,478
50
$694K 0.1%
17,300
1
2
3 4 5