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
$949M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.46M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$366K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$216K

Top Sells

1
+$5.77M
2
+$2.23M
3
+$1.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.64M
5
NSC icon
Norfolk Southern
NSC
+$1.33M

Sector Composition

1 Technology 3.18%
2 Financials 2.04%
3 Industrials 1.74%
4 Consumer Staples 1.71%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.3%
307,465
+336
27
$2.66M 0.28%
54,921
-194
28
$2.57M 0.27%
21,811
-2,445
29
$1.99M 0.21%
117,450
-117,450
30
$1.91M 0.2%
86,536
-1,099
31
$1.68M 0.18%
15,412
32
$1.59M 0.17%
46,218
+465
33
$1.58M 0.17%
10,449
-3,170
34
$1.36M 0.14%
11,595
+125
35
$1.35M 0.14%
19,777
+1,236
36
$1.33M 0.14%
6,756
-106
37
$1.22M 0.13%
5
38
$1.14M 0.12%
18,128
-853
39
$888K 0.09%
27,644
-184
40
$860K 0.09%
9,707
-229
41
$839K 0.09%
7,285
-671
42
$821K 0.09%
13,472
43
$813K 0.09%
27,500
+2,000
44
$811K 0.09%
7,168
+260
45
$788K 0.08%
10,914
-7,879
46
$784K 0.08%
16,598
-139
47
$780K 0.08%
6,381
+2
48
$771K 0.08%
18,166
-493
49
$767K 0.08%
5,687
-18
50
$765K 0.08%
7,292
+1,160
1
2
3 4 5