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
$625M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.16M
3
+$936K
4
CVX icon
Chevron
CVX
+$649K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$638K

Top Sells

1
+$1.05M
2
+$713K
3
+$606K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$303K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$263K

Sector Composition

1 Industrials 1.99%
2 Energy 1.38%
3 Financials 0.97%
4 Consumer Discretionary 0.82%
5 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.08%
15,154
52
$493K 0.08%
6,205
+98
53
$488K 0.08%
37,875
54
$483K 0.08%
14,552
+766
55
$466K 0.07%
7,018
-792
56
$439K 0.07%
4,098
+767
57
$426K 0.07%
19,513
+723
58
$413K 0.07%
9,987
-1,054
59
$409K 0.07%
15,026
+6,892
60
$397K 0.06%
5,017
+1,564
61
$395K 0.06%
8,541
+2,061
62
$344K 0.06%
2,925
+761
63
$341K 0.05%
10,239
+711
64
$334K 0.05%
10,958
-720
65
$329K 0.05%
5,236
66
$325K 0.05%
5,021
+217
67
$324K 0.05%
6,498
+802
68
$316K 0.05%
7,876
-340
69
$315K 0.05%
11,250
70
$315K 0.05%
12,798
+3,519
71
$294K 0.05%
8,100
72
$275K 0.04%
6,054
+1,052
73
$275K 0.04%
8,931
74
$267K 0.04%
4,147
+525
75
$260K 0.04%
4,940
1 2
3
4