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
$1.1B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.38M
3
+$987K
4
BAC icon
Bank of America
BAC
+$897K
5
FTS icon
Fortis
FTS
+$675K

Top Sells

1
+$19.2M
2
+$9.43M
3
+$6.29M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.89M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.01M

Sector Composition

1 Technology 4.25%
2 Financials 2.33%
3 Consumer Staples 1.57%
4 Industrials 1.49%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$928K 0.08%
6,891
52
$910K 0.08%
17,273
+41
53
$895K 0.08%
13,472
54
$887K 0.08%
15,542
+366
55
$884K 0.08%
18,687
-493
56
$876K 0.08%
15,252
-20
57
$838K 0.08%
7,345
+2
58
$831K 0.08%
35,746
-2,951
59
$815K 0.07%
6,564
-267
60
$797K 0.07%
6,644
+72
61
$770K 0.07%
13,939
-669
62
$752K 0.07%
7,366
+4,942
63
$675K 0.06%
+18,404
64
$660K 0.06%
8,598
+1,441
65
$649K 0.06%
4,256
+1
66
$637K 0.06%
4,436
-1,630
67
$626K 0.06%
4,259
+240
68
$625K 0.06%
13,537
+515
69
$597K 0.05%
3,206
-17
70
$587K 0.05%
16,918
+50
71
$569K 0.05%
4,852
-20
72
$566K 0.05%
5,268
-15
73
$548K 0.05%
3,734
+170
74
$507K 0.05%
2,579
+5
75
$499K 0.05%
+3,904
1 2
3
4 5