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
$945M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.51M
3
+$1.91M
4
UPS icon
United Parcel Service
UPS
+$1.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.37M

Top Sells

1
+$3.25M
2
+$1.24M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$769K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$629K

Sector Composition

1 Technology 3.13%
2 Industrials 1.89%
3 Consumer Staples 1.82%
4 Financials 1.75%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.08%
5,729
-841
52
$773K 0.08%
16,737
+1,255
53
$771K 0.08%
15,732
-1,440
54
$764K 0.08%
25,500
55
$759K 0.08%
7,655
56
$750K 0.08%
19,104
-69
57
$709K 0.08%
5,705
-855
58
$680K 0.07%
22,000
59
$676K 0.07%
16,820
-840
60
$675K 0.07%
22,688
61
$648K 0.07%
5,962
+1
62
$639K 0.07%
15,109
+65
63
$639K 0.07%
6,132
-85
64
$632K 0.07%
16,260
-820
65
$553K 0.06%
9,604
+257
66
$528K 0.06%
13,991
+204
67
$509K 0.05%
37,425
+150
68
$502K 0.05%
27,563
-100
69
$488K 0.05%
7,592
70
$449K 0.05%
4,040
-378
71
$447K 0.05%
4,270
72
$444K 0.05%
11,855
-50
73
$444K 0.05%
13,819
-1,714
74
$443K 0.05%
8,518
+360
75
$433K 0.05%
4,668
-563
1 2
3
4 5