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
$1.07B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$847K
3
+$779K
4
AAPL icon
Apple
AAPL
+$728K
5
GLD icon
SPDR Gold Trust
GLD
+$563K

Top Sells

1
+$18.9M
2
+$7.5M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.08M

Sector Composition

1 Technology 3.48%
2 Financials 1.98%
3 Industrials 1.53%
4 Consumer Staples 1.4%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.08%
+6,066
52
$840K 0.08%
22,416
-272
53
$834K 0.08%
7,343
+1
54
$820K 0.08%
15,272
+5,457
55
$810K 0.08%
15,176
+31
56
$800K 0.07%
14,811
-3,905
57
$798K 0.07%
14,608
-514
58
$792K 0.07%
6,831
-2,259
59
$779K 0.07%
+38,697
60
$733K 0.07%
7,676
+2,410
61
$732K 0.07%
6,572
+32
62
$717K 0.07%
6,831
-874
63
$631K 0.06%
4,255
-153
64
$546K 0.05%
4,019
-18
65
$538K 0.05%
8,328
+683
66
$534K 0.05%
8,376
+146
67
$533K 0.05%
4,872
-71
68
$531K 0.05%
7,157
+964
69
$529K 0.05%
3,223
-172
70
$521K 0.05%
5,283
+120
71
$504K 0.05%
14,892
+735
72
$496K 0.05%
13,022
+699
73
$494K 0.05%
3,564
-322
74
$486K 0.05%
+16,868
75
$485K 0.05%
5,183
+5
1 2
3
4 5