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
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$3.58M
3
+$3.06M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$734K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$333K

Top Sells

1
+$15.3M
2
+$1.92M
3
+$1.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Sector Composition

1 Technology 5.55%
2 Financials 2.25%
3 Consumer Staples 1.55%
4 Industrials 1.5%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 0.36%
19,696
+619
27
$4M 0.36%
31,147
-132
28
$3.52M 0.31%
19,791
-2,070
29
$3.49M 0.31%
119,537
-1,475
30
$3.06M 0.27%
+129,000
31
$2.95M 0.26%
78,992
-4,832
32
$2.52M 0.22%
17,006
+34
33
$2.5M 0.22%
31,047
-996
34
$2.2M 0.2%
18,549
-9
35
$2.07M 0.18%
17,596
-492
36
$1.98M 0.18%
15,412
37
$1.72M 0.15%
22,685
-43
38
$1.71M 0.15%
34,873
+3,140
39
$1.71M 0.15%
14,316
+820
40
$1.58M 0.14%
4,145
+5
41
$1.57M 0.14%
50,960
+3,890
42
$1.56M 0.14%
5
43
$1.56M 0.14%
25,540
+660
44
$1.44M 0.13%
30,423
+1,932
45
$1.42M 0.13%
20,157
-723
46
$1.4M 0.12%
7,249
47
$1.38M 0.12%
53,525
+160
48
$1.34M 0.12%
22,060
+100
49
$1.29M 0.12%
14,627
-604
50
$1.26M 0.11%
4,701
+201
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