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
$795M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$8.37M
3
+$5.71M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.87M

Top Sells

1
+$616K
2
+$510K
3
+$487K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$447K

Sector Composition

1 Technology 2.95%
2 Financials 2.41%
3 Consumer Staples 1.89%
4 Industrials 1.73%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.31%
63,161
-1,738
27
$2.44M 0.31%
306,048
+359
28
$2.05M 0.26%
15,412
29
$2M 0.25%
25,347
-660
30
$1.83M 0.23%
+45,886
31
$1.7M 0.21%
14,068
-976
32
$1.65M 0.21%
45,684
-44
33
$1.56M 0.2%
8
34
$1.48M 0.19%
18,841
-37
35
$1.46M 0.18%
22,000
36
$1.4M 0.18%
89,918
+700
37
$1.34M 0.17%
17,559
38
$1.31M 0.17%
18,926
+1,725
39
$1.16M 0.15%
7,101
-160
40
$1.07M 0.14%
11,920
+2,206
41
$1.01M 0.13%
18,660
+3,297
42
$910K 0.11%
9,786
+267
43
$909K 0.11%
29,160
-80
44
$795K 0.1%
18,372
+1,200
45
$789K 0.1%
14,626
46
$778K 0.1%
10,694
+3,346
47
$748K 0.09%
20,696
+207
48
$738K 0.09%
6,469
+36
49
$733K 0.09%
5,288
-245
50
$727K 0.09%
6,656
+89
1
2
3 4 5