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
$755M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$6.91M
3
+$1.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.38M
5
PG icon
Procter & Gamble
PG
+$938K

Top Sells

1
+$3.57M
2
+$2.87M
3
+$1.11M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$969K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$896K

Sector Composition

1 Industrials 2.14%
2 Financials 1.33%
3 Energy 1.32%
4 Technology 0.96%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$632K 0.08%
26,080
52
$624K 0.08%
15,258
-18
53
$590K 0.08%
+14,399
54
$589K 0.08%
36,780
+4,230
55
$570K 0.08%
5,793
56
$567K 0.08%
42,181
+3,917
57
$562K 0.07%
13,472
-2,675
58
$558K 0.07%
27,563
+100
59
$540K 0.07%
4,580
60
$527K 0.07%
+6,269
61
$511K 0.07%
5,721
+45
62
$506K 0.07%
12,975
-4,325
63
$485K 0.06%
6,300
-172
64
$478K 0.06%
+5,820
65
$476K 0.06%
9,057
-61
66
$469K 0.06%
9,666
-475
67
$464K 0.06%
+5,101
68
$398K 0.05%
4,642
+135
69
$393K 0.05%
7,115
+422
70
$381K 0.05%
+8,506
71
$372K 0.05%
4,486
-200
72
$370K 0.05%
4,178
-839
73
$343K 0.05%
5,050
74
$341K 0.05%
+4,108
75
$338K 0.04%
10,930
-1,691
1 2
3
4 5