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
$1.04B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$1.19M
3
+$810K
4
AAPL icon
Apple
AAPL
+$636K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$524K

Top Sells

1
+$41.8M
2
+$2.78M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$944K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$579K

Sector Composition

1 Technology 3.02%
2 Financials 1.94%
3 Industrials 1.53%
4 Consumer Staples 1.42%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.26%
50,512
-4,453
27
$2.47M 0.24%
30,631
-2,115
28
$2.4M 0.23%
15,412
29
$2.13M 0.2%
121,830
30
$2.11M 0.2%
87,121
+626
31
$2.11M 0.2%
24,382
+5,981
32
$1.96M 0.19%
18,790
-1,856
33
$1.53M 0.15%
21,119
+1,754
34
$1.44M 0.14%
6,765
-331
35
$1.27M 0.12%
5
36
$1.26M 0.12%
44,199
+16,350
37
$1.18M 0.11%
9,090
-1,618
38
$1.12M 0.11%
34,150
+2,750
39
$1.12M 0.11%
46,350
40
$1.08M 0.1%
46,278
+60
41
$1.08M 0.1%
23,680
+6,620
42
$1.05M 0.1%
8,527
-979
43
$1.01M 0.1%
7,664
-9
44
$968K 0.09%
20,820
+3,260
45
$961K 0.09%
19,167
-224
46
$937K 0.09%
18,716
-720
47
$929K 0.09%
6,386
+7
48
$912K 0.09%
7,705
+1,896
49
$895K 0.09%
17,218
+1,486
50
$876K 0.08%
13,472
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