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
$1.07B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$847K
3
+$779K
4
AAPL icon
Apple
AAPL
+$728K
5
GLD icon
SPDR Gold Trust
GLD
+$563K

Top Sells

1
+$18.9M
2
+$7.5M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.08M

Sector Composition

1 Technology 3.48%
2 Financials 1.98%
3 Industrials 1.53%
4 Consumer Staples 1.4%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.27%
49,185
-1,327
27
$2.58M 0.24%
121,830
28
$2.38M 0.22%
29,097
-1,534
29
$2.26M 0.21%
89,346
+2,225
30
$2.25M 0.21%
15,412
31
$2.25M 0.21%
24,056
-326
32
$2.17M 0.2%
18,454
-336
33
$1.87M 0.18%
21,068
-51
34
$1.49M 0.14%
6,652
-113
35
$1.37M 0.13%
5
36
$1.18M 0.11%
15,872
+4,567
37
$1.15M 0.11%
34,150
38
$1.11M 0.1%
8,530
+866
39
$1.08M 0.1%
22,540
-1,140
40
$1.07M 0.1%
46,860
+510
41
$1.03M 0.1%
21,100
+280
42
$1.01M 0.09%
7,493
-1,034
43
$987K 0.09%
6,397
+11
44
$928K 0.09%
46,282
+4
45
$927K 0.09%
19,180
+13
46
$914K 0.09%
17,232
+14
47
$895K 0.08%
13,472
48
$878K 0.08%
7,604
49
$876K 0.08%
29,602
-14,597
50
$862K 0.08%
6,891
-385
1
2
3 4 5