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
$876M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.42M
3
+$3.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$726K
5
PSTG icon
Pure Storage
PSTG
+$375K

Top Sells

1
+$2.6M
2
+$2.08M
3
+$1.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$835K

Sector Composition

1 Technology 2.89%
2 Consumer Staples 1.97%
3 Financials 1.78%
4 Industrials 1.75%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.29%
24,256
-26
27
$2.44M 0.28%
56,302
-1,664
28
$2.35M 0.27%
93,060
-130
29
$2.25M 0.26%
94,004
-6,104
30
$2.18M 0.25%
15,412
31
$2.06M 0.23%
13,637
+216
32
$1.68M 0.19%
45,753
+69
33
$1.48M 0.17%
17,334
+39
34
$1.47M 0.17%
18,510
-477
35
$1.38M 0.16%
12,156
+195
36
$1.31M 0.15%
18,793
+52
37
$1.23M 0.14%
6,857
-55
38
$1.19M 0.14%
89,985
+477
39
$1.15M 0.13%
18,505
+114
40
$1.08M 0.12%
5
-3
41
$1M 0.11%
6,570
+33
42
$971K 0.11%
79,473
-10,000
43
$960K 0.11%
14,626
44
$901K 0.1%
17,172
45
$874K 0.1%
26,786
+2,224
46
$839K 0.1%
6,914
+97
47
$806K 0.09%
6,905
48
$801K 0.09%
12,362
-130
49
$793K 0.09%
6,379
50
$785K 0.09%
19,173
+223
1
2
3 4 5