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
$1.02B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$15.9M
3
+$9.21M
4
GLD icon
SPDR Gold Trust
GLD
+$5.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.11M

Top Sells

1
+$38.4M
2
+$5.17M
3
+$1.96M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K

Sector Composition

1 Technology 5.56%
2 Financials 2.03%
3 Consumer Discretionary 1.79%
4 Consumer Staples 1.42%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.38%
113,778
-10
27
$3.8M 0.37%
132,376
-2,482
28
$3.76M 0.37%
20,548
+552
29
$3.63M 0.36%
72,542
+62,154
30
$3.46M 0.34%
129,000
31
$2.95M 0.29%
61,028
+39,066
32
$2.53M 0.25%
118,988
-783
33
$2.3M 0.23%
13,762
-1,191
34
$2.18M 0.21%
27,102
-1,633
35
$2.09M 0.21%
58,666
+28,227
36
$2.04M 0.2%
14,180
-1,616
37
$1.7M 0.17%
48,705
+75
38
$1.61M 0.16%
53,535
-91
39
$1.54M 0.15%
17,147
-1,087
40
$1.54M 0.15%
20,204
-2,652
41
$1.54M 0.15%
15,412
42
$1.48M 0.15%
69,276
+23,178
43
$1.45M 0.14%
11,070
+930
44
$1.4M 0.14%
34,596
-1,557
45
$1.36M 0.13%
5
46
$1.36M 0.13%
18,713
-50
47
$1.32M 0.13%
58,224
+7,264
48
$1.31M 0.13%
22,520
-1,340
49
$1.27M 0.13%
15,476
+7,470
50
$1.24M 0.12%
7,282
+36
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2
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