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
$838M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$1.01M
3
+$901K
4
IAU icon
iShares Gold Trust
IAU
+$359K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$313K

Top Sells

1
+$2.91M
2
+$2.5M
3
+$1.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K

Sector Composition

1 Technology 3.31%
2 Financials 2.63%
3 Consumer Staples 2.18%
4 Industrials 1.71%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.32%
25,688
-514
27
$2.59M 0.31%
31,525
-17,229
28
$2.49M 0.3%
133,900
+3,000
29
$1.92M 0.23%
50,040
30
$1.83M 0.22%
17,809
31
$1.74M 0.21%
8
32
$1.71M 0.2%
9,104
33
$1.49M 0.18%
18,104
34
$1.48M 0.18%
95,837
-343
35
$1.45M 0.17%
12,201
-129
36
$1.31M 0.16%
7,373
-746
37
$1.05M 0.13%
24,416
-4,775
38
$1.02M 0.12%
9,910
-249
39
$1.01M 0.12%
+15,191
40
$1M 0.12%
25,751
-15,516
41
$966K 0.12%
9,769
-255
42
$945K 0.11%
23,128
+2,380
43
$892K 0.11%
15,242
44
$892K 0.11%
6,988
45
$857K 0.1%
6,890
-11
46
$856K 0.1%
12,608
-158
47
$825K 0.1%
5,380
-880
48
$817K 0.1%
14,626
49
$801K 0.1%
29,120
+2,066
50
$790K 0.09%
7,854
-375
1
2
3 4 5