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
$1.06B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$610K
3
+$581K
4
HYB
New America High Income Fund, Inc.
HYB
+$527K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$279K

Top Sells

1
+$11.4M
2
+$3.87M
3
+$3.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.88M

Sector Composition

1 Technology 4.89%
2 Financials 2.44%
3 Consumer Discretionary 1.52%
4 Industrials 1.51%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$927K 0.09%
7,434
52
$912K 0.09%
17,370
-1,556
53
$889K 0.08%
13,472
54
$887K 0.08%
8,725
+1,739
55
$856K 0.08%
5,226
+1,703
56
$847K 0.08%
19,219
-4,581
57
$817K 0.08%
15,732
58
$795K 0.08%
32,765
+2,406
59
$749K 0.07%
15,339
+110
60
$742K 0.07%
6,813
+219
61
$715K 0.07%
8,572
-125
62
$709K 0.07%
7,251
-357
63
$688K 0.06%
3,293
-124
64
$684K 0.06%
13,328
+280
65
$662K 0.06%
13,316
-28
66
$642K 0.06%
14,400
-360
67
$609K 0.06%
4,558
-42
68
$606K 0.06%
4,388
+129
69
$605K 0.06%
4,553
-63
70
$600K 0.06%
4,471
-276
71
$590K 0.06%
5,227
-2,429
72
$583K 0.06%
5,563
+65
73
$581K 0.05%
+9,533
74
$560K 0.05%
5,206
-442
75
$529K 0.05%
2,712
+273
1 2
3
4 5