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
$876M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.42M
3
+$3.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$726K
5
PSTG icon
Pure Storage
PSTG
+$375K

Top Sells

1
+$2.6M
2
+$2.08M
3
+$1.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$835K

Sector Composition

1 Technology 2.89%
2 Consumer Staples 1.97%
3 Financials 1.78%
4 Industrials 1.75%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.09%
6,560
52
$738K 0.08%
17,644
-5,058
53
$734K 0.08%
7,655
54
$730K 0.08%
25,500
+7,000
55
$692K 0.08%
4,769
+58
56
$665K 0.08%
15,482
-52
57
$631K 0.07%
5,961
+259
58
$624K 0.07%
6,217
-853
59
$621K 0.07%
17,660
+460
60
$611K 0.07%
8,308
+89
61
$597K 0.07%
22,688
62
$591K 0.07%
15,044
+97
63
$591K 0.07%
17,080
+280
64
$528K 0.06%
37,275
+180
65
$519K 0.06%
15,533
+616
66
$512K 0.06%
5,231
+106
67
$494K 0.06%
27,663
68
$490K 0.06%
4,418
+37
69
$481K 0.05%
3,060
+323
70
$478K 0.05%
9,347
-1,086
71
$473K 0.05%
22,000
72
$456K 0.05%
8,158
-41
73
$452K 0.05%
13,787
-24
74
$430K 0.05%
7,592
+46
75
$423K 0.05%
3,080
+460
1 2
3
4 5