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
$795M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$8.37M
3
+$5.71M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.87M

Top Sells

1
+$616K
2
+$510K
3
+$487K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$447K

Sector Composition

1 Technology 2.95%
2 Financials 2.41%
3 Consumer Staples 1.89%
4 Industrials 1.73%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$701K 0.09%
7,513
-849
52
$695K 0.09%
7,890
53
$692K 0.09%
6,379
-609
54
$637K 0.08%
+138,498
55
$631K 0.08%
15,677
+406
56
$614K 0.08%
37,095
+315
57
$591K 0.07%
23,920
58
$586K 0.07%
12,167
-701
59
$574K 0.07%
6,089
+136
60
$560K 0.07%
22,777
+1,040
61
$541K 0.07%
12,095
-201
62
$540K 0.07%
9,119
+289
63
$532K 0.07%
11,496
+374
64
$525K 0.07%
16,025
-2,483
65
$502K 0.06%
30,000
66
$472K 0.06%
10,661
-3,236
67
$438K 0.06%
12,391
68
$438K 0.06%
4,853
-255
69
$434K 0.05%
4,245
+36
70
$432K 0.05%
9,161
-111
71
$419K 0.05%
14,048
+1,763
72
$405K 0.05%
6,486
-304
73
$402K 0.05%
9,249
+700
74
$384K 0.05%
27,663
75
$381K 0.05%
3,878
-608
1 2
3
4 5