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
$1.12B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.76M
3
+$529K
4
VB icon
Vanguard Small-Cap ETF
VB
+$403K
5
VLO icon
Valero Energy
VLO
+$383K

Top Sells

1
+$5.27M
2
+$1.05M
3
+$906K
4
AGIO icon
Agios Pharmaceuticals
AGIO
+$738K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$558K

Sector Composition

1 Technology 5.27%
2 Financials 2.24%
3 Consumer Discretionary 1.6%
4 Industrials 1.43%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.36%
100,183
-2,299
27
$3.98M 0.35%
31,279
+434
28
$3.51M 0.31%
121,012
+779
29
$3.14M 0.28%
83,824
+8,964
30
$2.58M 0.23%
16,972
-2,988
31
$2.5M 0.22%
32,043
+546
32
$2.31M 0.21%
18,558
+802
33
$2.2M 0.2%
15,412
34
$2.02M 0.18%
18,088
-550
35
$1.65M 0.15%
22,728
-1,193
36
$1.63M 0.15%
31,733
+4,167
37
$1.6M 0.14%
20,880
+444
38
$1.59M 0.14%
5
39
$1.57M 0.14%
13,496
+3,162
40
$1.51M 0.13%
4,140
+622
41
$1.45M 0.13%
47,070
+445
42
$1.39M 0.12%
7,249
+4
43
$1.37M 0.12%
28,491
+2,647
44
$1.36M 0.12%
9,768
-565
45
$1.35M 0.12%
24,880
-20
46
$1.3M 0.12%
10,789
+2,098
47
$1.28M 0.11%
15,231
+88
48
$1.21M 0.11%
14,392
-633
49
$1.2M 0.11%
4,500
+119
50
$1.19M 0.11%
21,960
-2,260
1
2
3 4 5