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
$1.01B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.38M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$579K
5
GLD icon
SPDR Gold Trust
GLD
+$509K

Top Sells

1
+$3.56M
2
+$1.76M
3
+$1.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$960K

Sector Composition

1 Technology 2.92%
2 Financials 1.95%
3 Industrials 1.58%
4 Consumer Staples 1.49%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.29%
307,684
+219
27
$2.69M 0.26%
32,746
-1,008
28
$2.24M 0.22%
15,412
29
$2.22M 0.22%
20,646
-1,165
30
$2.13M 0.21%
121,830
+4,380
31
$2.04M 0.2%
86,495
-41
32
$1.53M 0.15%
10,708
+259
33
$1.52M 0.15%
18,401
-1,376
34
$1.46M 0.14%
7,096
+340
35
$1.36M 0.13%
46,218
36
$1.26M 0.12%
19,365
+1,237
37
$1.25M 0.12%
5
38
$1.14M 0.11%
9,506
-2,089
39
$988K 0.1%
31,400
+3,900
40
$956K 0.09%
7,673
+388
41
$929K 0.09%
19,436
+1,270
42
$882K 0.09%
7,691
+523
43
$874K 0.09%
27,849
+205
44
$865K 0.09%
13,472
45
$865K 0.09%
19,391
+318
46
$860K 0.08%
46,350
47
$835K 0.08%
6,379
-2
48
$825K 0.08%
10,271
+651
49
$822K 0.08%
7,604
+128
50
$811K 0.08%
12,310
+1,495
1
2
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