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
$828M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.62M
3
+$787K
4
GE icon
GE Aerospace
GE
+$362K
5
DATA
Tableau Software, Inc.
DATA
+$220K

Top Sells

1
+$1.71M
2
+$1.6M
3
+$1.57M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$786K

Sector Composition

1 Technology 3.3%
2 Financials 2.61%
3 Consumer Staples 1.92%
4 Industrials 1.71%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.09%
15,271
+22
52
$748K 0.09%
7,890
-185
53
$733K 0.09%
18,508
-539
54
$712K 0.09%
17,172
-23
55
$697K 0.08%
6,433
+34
56
$658K 0.08%
36,780
57
$626K 0.08%
23,920
-1,400
58
$614K 0.07%
13,897
+996
59
$588K 0.07%
8,830
+75
60
$583K 0.07%
21,737
+346
61
$582K 0.07%
11,122
+57
62
$556K 0.07%
5,953
+341
63
$552K 0.07%
7,348
-397
64
$541K 0.07%
12,296
-1,466
65
$539K 0.07%
5,108
-1,100
66
$525K 0.06%
4,486
67
$524K 0.06%
8,994
68
$504K 0.06%
9,272
+912
69
$492K 0.06%
6,790
-2,000
70
$487K 0.06%
4,343
+30
71
$480K 0.06%
4,209
+77
72
$478K 0.06%
12,391
-13,360
73
$459K 0.06%
15,087
+1,619
74
$432K 0.05%
5,559
75
$416K 0.05%
27,663
1 2
3
4 5