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
$949M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.46M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$366K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$216K

Top Sells

1
+$5.77M
2
+$2.23M
3
+$1.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.64M
5
NSC icon
Norfolk Southern
NSC
+$1.33M

Sector Composition

1 Technology 3.18%
2 Financials 2.04%
3 Industrials 1.74%
4 Consumer Staples 1.71%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.08%
7,476
-179
52
$764K 0.08%
15,732
53
$738K 0.08%
5,762
+33
54
$733K 0.08%
19,073
-31
55
$706K 0.07%
9,620
-2,167
56
$682K 0.07%
4,300
-1,427
57
$682K 0.07%
22,688
58
$676K 0.07%
17,060
+240
59
$672K 0.07%
10,815
+1,211
60
$660K 0.07%
46,350
+8,925
61
$653K 0.07%
6,243
+281
62
$629K 0.07%
16,300
+40
63
$567K 0.06%
14,759
-350
64
$543K 0.06%
5,021
-12,313
65
$508K 0.05%
4,271
+1
66
$498K 0.05%
7,592
67
$497K 0.05%
4,771
+103
68
$474K 0.05%
13,067
-924
69
$462K 0.05%
7,910
+141
70
$446K 0.05%
4,019
-21
71
$441K 0.05%
8,266
-252
72
$440K 0.05%
14,294
+475
73
$436K 0.05%
4,035
+1,823
74
$427K 0.05%
28,263
+700
75
$426K 0.04%
2,658
+66
1 2
3
4 5