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
$1.32B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.53M
3
+$1.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$905K
5
GLD icon
SPDR Gold Trust
GLD
+$583K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Sector Composition

1 Technology 2%
2 Industrials 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.77%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.21%
42,718
+33
27
$2.53M 0.19%
+25,265
28
$2.52M 0.19%
79,894
-695
29
$2.43M 0.18%
18,319
-482
30
$2.12M 0.16%
12,710
+24
31
$2.07M 0.16%
63,120
-7,521
32
$2.06M 0.16%
8,043
-125
33
$1.93M 0.15%
5
34
$1.9M 0.14%
11,580
+704
35
$1.74M 0.13%
11,220
+920
36
$1.73M 0.13%
16,760
+780
37
$1.58M 0.12%
30,405
+4,162
38
$1.56M 0.12%
38,964
-200
39
$1.55M 0.12%
6,360
+1
40
$1.43M 0.11%
13,840
-140
41
$1.34M 0.1%
5,530
+271
42
$1.31M 0.1%
3,952
43
$1.27M 0.1%
128,314
44
$1.27M 0.1%
8,313
+305
45
$1.23M 0.09%
20,075
+2,726
46
$1.17M 0.09%
7,945
+610
47
$1.14M 0.09%
17,435
-218
48
$1.11M 0.08%
3,037
+992
49
$1.07M 0.08%
13,472
50
$1.02M 0.08%
4,620
+36
1
2
3 4 5