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
$1.01B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.38M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$579K
5
GLD icon
SPDR Gold Trust
GLD
+$509K

Top Sells

1
+$3.56M
2
+$1.76M
3
+$1.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$960K

Sector Composition

1 Technology 2.92%
2 Financials 1.95%
3 Industrials 1.58%
4 Consumer Staples 1.49%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.08%
15,732
52
$796K 0.08%
6,998
-294
53
$782K 0.08%
15,540
-1,058
54
$767K 0.08%
22,688
55
$761K 0.08%
5,809
+47
56
$744K 0.07%
17,560
+500
57
$732K 0.07%
6,540
+297
58
$721K 0.07%
4,329
+29
59
$714K 0.07%
16,071
+1,312
60
$708K 0.07%
17,060
+760
61
$610K 0.06%
4,433
-1,254
62
$603K 0.06%
10,931
+17
63
$559K 0.06%
4,933
+162
64
$545K 0.05%
4,871
-150
65
$510K 0.05%
9,371
+1,461
66
$504K 0.05%
7,644
+52
67
$498K 0.05%
5,465
-4,242
68
$488K 0.05%
15,043
+749
69
$483K 0.05%
4,040
+21
70
$481K 0.05%
2,870
+212
71
$466K 0.05%
3,947
-324
72
$464K 0.05%
5,278
+548
73
$463K 0.05%
26,863
-1,400
74
$456K 0.05%
45,987
75
$439K 0.04%
12,168
-899
1 2
3
4 5