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
$711M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.14M
3
+$3.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Top Sells

1
+$1.65M
2
+$1.35M
3
+$1.2M
4
GOGO icon
Gogo Inc
GOGO
+$720K
5
MAR icon
Marriott International
MAR
+$703K

Sector Composition

1 Industrials 2.24%
2 Energy 1.17%
3 Financials 1.14%
4 Technology 0.82%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.1%
16,643
+1,408
52
$662K 0.09%
16,147
+1,246
53
$653K 0.09%
+5,583
54
$633K 0.09%
+5,647
55
$594K 0.08%
26,080
-452
56
$588K 0.08%
15,276
+2
57
$586K 0.08%
17,795
+8,681
58
$565K 0.08%
10,085
-12,549
59
$529K 0.07%
5,793
60
$527K 0.07%
10,141
61
$523K 0.07%
27,463
62
$518K 0.07%
38,264
-51,837
63
$475K 0.07%
6,472
-494
64
$474K 0.07%
5,676
-591
65
$454K 0.06%
9,118
+378
66
$452K 0.06%
32,550
+2,550
67
$447K 0.06%
4,580
+348
68
$444K 0.06%
5,017
-564
69
$411K 0.06%
13,475
+2
70
$367K 0.05%
14,409
-1,359
71
$363K 0.05%
6,693
+264
72
$361K 0.05%
4,507
+360
73
$356K 0.05%
6,770
-121
74
$334K 0.05%
5,004
-217
75
$333K 0.05%
11,250
1 2
3
4 5