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
$981M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.6M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K

Top Sells

1
+$7.27M
2
+$4.57M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.61M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.45M

Sector Composition

1 Technology 5.08%
2 Financials 2.33%
3 Consumer Discretionary 1.51%
4 Industrials 1.42%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$960K 0.1%
21,237
+5,325
52
$927K 0.09%
17,522
+1,790
53
$927K 0.09%
16,532
-336
54
$904K 0.09%
13,472
55
$900K 0.09%
6,384
-484
56
$862K 0.09%
+8,525
57
$850K 0.09%
12,262
+2,918
58
$850K 0.09%
7,695
+377
59
$819K 0.08%
18,142
-1,176
60
$806K 0.08%
7,019
-165
61
$765K 0.08%
3,755
+439
62
$758K 0.08%
5,792
+1
63
$750K 0.08%
6,977
+3,514
64
$725K 0.07%
7,402
-1,840
65
$720K 0.07%
17,378
+1,945
66
$716K 0.07%
15,248
+1,097
67
$667K 0.07%
6,082
+461
68
$655K 0.07%
30,378
-458
69
$627K 0.06%
82,924
-288,663
70
$607K 0.06%
4,532
-454
71
$606K 0.06%
3,112
+276
72
$604K 0.06%
3,401
+1,210
73
$601K 0.06%
9,533
74
$600K 0.06%
4,573
+234
75
$574K 0.06%
6,432
-346
1 2
3
4 5