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
$857M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$14.2M
3
+$1.38M
4
FIT
Fitbit, Inc. Class A common stock
FIT
+$1.36M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$536K

Top Sells

1
+$4.13M
2
+$3.7M
3
+$1.65M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$750K

Sector Composition

1 Technology 3.04%
2 Financials 2.09%
3 Consumer Staples 1.98%
4 Industrials 1.76%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.09%
6,817
-220
52
$727K 0.08%
24,562
+2,825
53
$726K 0.08%
6,560
+9
54
$720K 0.08%
7,655
55
$705K 0.08%
7,070
56
$697K 0.08%
15,534
+1,452
57
$682K 0.08%
4,711
-227
58
$656K 0.08%
17,200
+2,700
59
$626K 0.07%
16,800
+2,700
60
$625K 0.07%
14,947
-307
61
$615K 0.07%
22,688
62
$584K 0.07%
5,702
-227
63
$576K 0.07%
10,433
-140
64
$568K 0.07%
37,095
65
$549K 0.06%
12,095
66
$536K 0.06%
+18,500
67
$525K 0.06%
8,219
+650
68
$509K 0.06%
5,125
+880
69
$468K 0.05%
4,381
+377
70
$466K 0.05%
13,611
-938
71
$453K 0.05%
5,986
72
$447K 0.05%
13,811
+2,489
73
$443K 0.05%
8,199
-350
74
$437K 0.05%
7,546
75
$434K 0.05%
30,000
1 2
3
4 5