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
$755M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.91M
3
+$1.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M
5
PG icon
Procter & Gamble
PG
+$938K

Top Sells

1
+$3.57M
2
+$2.87M
3
+$1.11M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$969K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$896K

Sector Composition

1 Industrials 2.14%
2 Financials 1.33%
3 Energy 1.32%
4 Technology 0.96%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.22%
9,851
-939
27
$1.65M 0.22%
44,735
-477
28
$1.6M 0.21%
12,700
+721
29
$1.52M 0.2%
+9,104
30
$1.52M 0.2%
8
31
$1.5M 0.2%
37,022
+19,137
32
$1.05M 0.14%
18,104
33
$1.05M 0.14%
6,036
-188
34
$1.04M 0.14%
23,075
35
$968K 0.13%
21,870
+13
36
$940K 0.12%
9,102
+461
37
$864K 0.11%
15,306
-138
38
$827K 0.11%
19,165
+936
39
$814K 0.11%
14,626
40
$805K 0.11%
6,777
-44
41
$804K 0.11%
12,931
42
$793K 0.11%
7,581
-1,260
43
$792K 0.1%
8,804
44
$764K 0.1%
13,045
45
$760K 0.1%
11,596
46
$760K 0.1%
26,272
-227
47
$740K 0.1%
7,614
48
$708K 0.09%
16,370
-273
49
$654K 0.09%
17,795
50
$637K 0.08%
+8,383
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