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
$828M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.62M
3
+$787K
4
GE icon
GE Aerospace
GE
+$362K
5
DATA
Tableau Software, Inc.
DATA
+$220K

Top Sells

1
+$1.71M
2
+$1.6M
3
+$1.57M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$786K

Sector Composition

1 Technology 3.3%
2 Financials 2.61%
3 Consumer Staples 1.92%
4 Industrials 1.71%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.32%
64,899
-3,017
27
$2.68M 0.32%
305,689
+324
28
$2.51M 0.3%
26,007
+319
29
$1.92M 0.23%
15,044
+2,843
30
$1.66M 0.2%
45,728
-4,312
31
$1.64M 0.2%
8
32
$1.62M 0.2%
+22,000
33
$1.54M 0.19%
18,878
+774
34
$1.53M 0.19%
17,559
-250
35
$1.52M 0.18%
89,218
-6,619
36
$1.28M 0.15%
7,261
-112
37
$1.2M 0.14%
17,201
+2,010
38
$1.03M 0.12%
15,363
+121
39
$990K 0.12%
9,714
-196
40
$942K 0.11%
9,519
-250
41
$892K 0.11%
21,829
-1,299
42
$868K 0.1%
6,988
43
$860K 0.1%
5,533
+153
44
$826K 0.1%
20,489
-3,927
45
$820K 0.1%
6,567
-323
46
$815K 0.1%
8,362
+508
47
$787K 0.1%
+30,000
48
$781K 0.09%
12,868
+260
49
$775K 0.09%
29,240
+120
50
$758K 0.09%
14,626
1
2
3 4 5