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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.22M 0.42%
109,639
-1,040
27
$5.14M 0.41%
+700,712
28
$4.01M 0.32%
129,110
+110
29
$3.83M 0.31%
113,672
-106
30
$3.65M 0.29%
50,715
+2,010
31
$3.63M 0.29%
20,362
-186
32
$3.48M 0.28%
135,970
+3,594
33
$2.83M 0.23%
119,148
+160
34
$2.82M 0.23%
51,035
-9,993
35
$2.82M 0.23%
12,421
-1,341
36
$2.69M 0.22%
25,734
-1,368
37
$2.46M 0.2%
13,131
-1,049
38
$2.14M 0.17%
53,486
-5,180
39
$2.04M 0.16%
81,274
+23,050
40
$1.86M 0.15%
18,944
-1,260
41
$1.81M 0.15%
53,502
-33
42
$1.76M 0.14%
69,351
+75
43
$1.7M 0.14%
15,436
+24
44
$1.63M 0.13%
17,342
+195
45
$1.56M 0.13%
22,060
-460
46
$1.55M 0.12%
11,021
-49
47
$1.51M 0.12%
31,718
-2,878
48
$1.44M 0.12%
7,324
+42
49
$1.44M 0.12%
16,129
-2,584
50
$1.41M 0.11%
19,880
-980
1
2
3 4 5