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
$821M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$651K
3
+$564K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$538K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$365K

Top Sells

1
+$5.37M
2
+$4.14M
3
+$3.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.53M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Sector Composition

1 Technology 2.84%
2 Financials 2.39%
3 Consumer Staples 2%
4 Industrials 1.73%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.09%
7,070
-2,716
52
$690K 0.08%
18,901
-1,795
53
$685K 0.08%
15,254
-423
54
$683K 0.08%
9,089
-1,605
55
$655K 0.08%
14,082
+2,586
56
$650K 0.08%
4,938
-350
57
$607K 0.07%
22,688
-1,232
58
$594K 0.07%
37,095
59
$592K 0.07%
5,929
-160
60
$587K 0.07%
10,573
-88
61
$572K 0.07%
12,095
62
$565K 0.07%
21,737
-1,040
63
$564K 0.07%
+14,500
64
$549K 0.07%
116,498
-22,000
65
$538K 0.07%
+4,907
66
$535K 0.07%
14,100
-15,060
67
$521K 0.06%
7,569
-1,550
68
$468K 0.06%
14,549
-1,476
69
$462K 0.06%
12,391
70
$454K 0.06%
8,999
-162
71
$446K 0.05%
4,245
72
$417K 0.05%
13,629
-419
73
$410K 0.05%
5,986
-500
74
$406K 0.05%
7,546
75
$395K 0.05%
4,004
-43
1 2
3
4 5