BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+0.96%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$582M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.54%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$189M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$71.2M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$59.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$52M |
| 5 |
Invesco QQQ Trust
QQQ
|
$46.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.96% |
| 2 | Energy | 1.27% |
| 3 | Financials | 1.04% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Technology | 0.75% |
