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
$981M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.6M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K

Top Sells

1
+$7.27M
2
+$4.57M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.61M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.45M

Sector Composition

1 Technology 5.08%
2 Financials 2.33%
3 Consumer Discretionary 1.51%
4 Industrials 1.42%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.4%
19,033
-846
27
$3.28M 0.33%
29,511
-3,857
28
$2.97M 0.3%
120,494
-931
29
$2.92M 0.3%
21,280
-2,320
30
$2.31M 0.24%
25,091
+507
31
$2.24M 0.23%
74,860
32
$2.04M 0.21%
32,976
-1,680
33
$1.99M 0.2%
18,273
+92
34
$1.91M 0.19%
15,412
35
$1.83M 0.19%
18,752
-674
36
$1.53M 0.16%
5
37
$1.47M 0.15%
53,501
-167
38
$1.4M 0.14%
20,585
-2,759
39
$1.38M 0.14%
10,680
-290
40
$1.35M 0.14%
25,760
-960
41
$1.31M 0.13%
25,240
-480
42
$1.28M 0.13%
44,550
43
$1.22M 0.12%
3,783
+168
44
$1.15M 0.12%
134,108
+3,850
45
$1.12M 0.11%
23,706
+5,126
46
$1.1M 0.11%
7,230
-7
47
$1.09M 0.11%
15,140
-779
48
$1.07M 0.11%
48,030
+300
49
$1.03M 0.11%
4,431
-126
50
$977K 0.1%
15,165
-315
1
2
3 4 5