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
$687M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.87M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.03M
5
GOGO icon
Gogo Inc
GOGO
+$720K

Top Sells

1
+$1.9M
2
+$1.32M
3
+$1.03M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$579K
5
SLV icon
iShares Silver Trust
SLV
+$409K

Sector Composition

1 Industrials 2.38%
2 Energy 1.24%
3 Financials 1.02%
4 Consumer Discretionary 0.94%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.08%
14,901
+4,662
52
$555K 0.08%
10,172
+3,674
53
$548K 0.08%
+15,375
54
$539K 0.08%
10,141
+1,600
55
$528K 0.08%
5,793
56
$520K 0.08%
6,267
+62
57
$514K 0.07%
27,463
-21,870
58
$497K 0.07%
6,966
-52
59
$497K 0.07%
5,415
+2,715
60
$486K 0.07%
5,581
+564
61
$463K 0.07%
+7,440
62
$451K 0.07%
4,240
+142
63
$414K 0.06%
15,768
+2,970
64
$397K 0.06%
8,740
-1,247
65
$393K 0.06%
5,236
66
$392K 0.06%
13,473
-1,553
67
$381K 0.06%
4,232
-4,000
68
$366K 0.05%
5,221
+200
69
$359K 0.05%
+6,891
70
$349K 0.05%
13,145
+306
71
$344K 0.05%
8,373
+497
72
$335K 0.05%
11,250
73
$317K 0.05%
4,147
74
$314K 0.05%
+7,589
75
$307K 0.04%
6,429
+375
1 2
3
4 5