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
$1.04B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$1.19M
3
+$810K
4
AAPL icon
Apple
AAPL
+$636K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$524K

Top Sells

1
+$41.8M
2
+$2.78M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$944K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$579K

Sector Composition

1 Technology 3.02%
2 Financials 1.94%
3 Industrials 1.53%
4 Consumer Staples 1.42%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$866K 0.08%
7,276
+278
52
$844K 0.08%
7,604
53
$833K 0.08%
7,342
-349
54
$793K 0.08%
22,688
55
$782K 0.07%
15,122
-418
56
$779K 0.07%
11,305
-1,005
57
$755K 0.07%
6,540
58
$736K 0.07%
15,145
-926
59
$732K 0.07%
9,072
-1,199
60
$621K 0.06%
4,408
-25
61
$572K 0.05%
9,815
+4,196
62
$571K 0.05%
3,886
-443
63
$549K 0.05%
5,163
+230
64
$543K 0.05%
3,395
+525
65
$516K 0.05%
4,037
-3
66
$506K 0.05%
4,943
+2,751
67
$488K 0.05%
45,987
68
$481K 0.05%
5,266
-12
69
$477K 0.05%
5,178
-287
70
$459K 0.04%
8,230
-1,141
71
$457K 0.04%
3,846
-101
72
$451K 0.04%
14,157
-886
73
$441K 0.04%
7,645
+1
74
$434K 0.04%
6,193
+633
75
$430K 0.04%
2,494
-3
1 2
3
4 5