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
$821M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$651K
3
+$564K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$538K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$365K

Top Sells

1
+$5.37M
2
+$4.14M
3
+$3.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.53M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Sector Composition

1 Technology 2.84%
2 Financials 2.39%
3 Consumer Staples 2%
4 Industrials 1.73%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.31%
59,186
-3,975
27
$2.35M 0.29%
306,180
+132
28
$2.19M 0.27%
24,382
-965
29
$2.17M 0.26%
15,412
30
$2M 0.24%
13,409
-659
31
$1.91M 0.23%
45,684
32
$1.58M 0.19%
8
33
$1.57M 0.19%
39,909
-5,977
34
$1.55M 0.19%
19,828
+902
35
$1.49M 0.18%
17,559
36
$1.48M 0.18%
87,908
-2,010
37
$1.37M 0.17%
18,841
38
$1.22M 0.15%
22,000
39
$1.21M 0.15%
13,135
+1,215
40
$1.2M 0.15%
6,907
-194
41
$1.08M 0.13%
18,302
-358
42
$850K 0.1%
30,000
43
$821K 0.1%
6,379
44
$810K 0.1%
12,167
45
$802K 0.1%
6,504
+35
46
$789K 0.1%
14,626
47
$743K 0.09%
17,172
-1,200
48
$738K 0.09%
6,551
-105
49
$723K 0.09%
7,037
-476
50
$716K 0.09%
7,655
-235
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2
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