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
$945M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.51M
3
+$1.91M
4
UPS icon
United Parcel Service
UPS
+$1.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.37M

Top Sells

1
+$3.25M
2
+$1.24M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$769K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$629K

Sector Composition

1 Technology 3.13%
2 Industrials 1.89%
3 Consumer Staples 1.82%
4 Financials 1.75%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.3%
19,896
+965
27
$2.83M 0.3%
307,129
+338
28
$2.63M 0.28%
55,115
-1,187
29
$2.5M 0.26%
24,256
30
$1.93M 0.2%
13,619
-18
31
$1.87M 0.2%
15,412
32
$1.68M 0.18%
17,334
33
$1.4M 0.15%
11,470
-686
34
$1.37M 0.15%
87,635
-2,350
35
$1.36M 0.14%
45,753
36
$1.32M 0.14%
18,541
+31
37
$1.29M 0.14%
18,793
38
$1.25M 0.13%
6,862
+5
39
$1.2M 0.13%
18,981
+476
40
$1.08M 0.11%
5
41
$940K 0.1%
7,956
+1,042
42
$870K 0.09%
5,727
+958
43
$854K 0.09%
27,828
+1,042
44
$851K 0.09%
9,936
+5,426
45
$851K 0.09%
18,659
+1,015
46
$847K 0.09%
6,379
47
$826K 0.09%
13,472
-1,154
48
$810K 0.09%
54,554
-24,919
49
$805K 0.09%
6,908
+3
50
$789K 0.08%
11,787
-575
1
2
3 4 5