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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$71.2M
3
+$59.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$52M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.09%
+5,793
52
$481K 0.08%
+13,786
53
$456K 0.08%
+11,041
54
$412K 0.07%
+18,790
55
$363K 0.06%
+11,678
56
$357K 0.06%
+3,331
57
$335K 0.06%
+3,901
58
$329K 0.06%
+9,528
59
$319K 0.05%
+8,216
60
$310K 0.05%
+4,332
61
$295K 0.05%
+11,250
62
$290K 0.05%
+6,480
63
$276K 0.05%
+4,940
64
$273K 0.05%
+8,100
65
$272K 0.05%
+8,931
66
$271K 0.05%
+37,875
67
$268K 0.05%
+5,236
68
$263K 0.05%
+10,473
69
$262K 0.05%
+4,804
70
$261K 0.04%
+3,453
71
$257K 0.04%
+5,696
72
$255K 0.04%
+4,250
73
$251K 0.04%
+2,539
74
$233K 0.04%
+4,415
75
$232K 0.04%
+6,860
1 2
3
4