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
$838M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$1.01M
3
+$901K
4
IAU icon
iShares Gold Trust
IAU
+$359K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$313K

Top Sells

1
+$2.91M
2
+$2.5M
3
+$1.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K

Sector Composition

1 Technology 3.31%
2 Financials 2.63%
3 Consumer Staples 2.18%
4 Industrials 1.71%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$769K 0.09%
8,075
52
$764K 0.09%
19,047
+799
53
$764K 0.09%
17,195
54
$741K 0.09%
6,399
+35
55
$706K 0.08%
15,249
+2
56
$664K 0.08%
25,320
57
$663K 0.08%
6,208
-1,406
58
$650K 0.08%
8,790
-2,806
59
$604K 0.07%
7,745
+299
60
$590K 0.07%
11,065
-2,952
61
$565K 0.07%
8,755
-680
62
$546K 0.07%
13,762
-4,033
63
$542K 0.06%
12,890
64
$537K 0.06%
5,612
65
$527K 0.06%
21,391
-272
66
$526K 0.06%
8,994
-27,944
67
$524K 0.06%
12,901
-1,546
68
$490K 0.06%
4,313
+2,200
69
$463K 0.06%
36,780
70
$458K 0.05%
8,360
-2,136
71
$441K 0.05%
27,663
72
$440K 0.05%
4,486
73
$434K 0.05%
14,473
-8,602
74
$433K 0.05%
4,132
-360
75
$421K 0.05%
13,468
+1,725
1 2
3
4 5