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
$1.12B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.76M
3
+$529K
4
VB icon
Vanguard Small-Cap ETF
VB
+$403K
5
VLO icon
Valero Energy
VLO
+$383K

Top Sells

1
+$5.27M
2
+$1.05M
3
+$906K
4
AGIO icon
Agios Pharmaceuticals
AGIO
+$738K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$558K

Sector Composition

1 Technology 5.27%
2 Financials 2.24%
3 Consumer Discretionary 1.6%
4 Industrials 1.43%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.11%
6,391
+41
52
$1.18M 0.11%
16,281
-392
53
$1.18M 0.11%
15,052
+1,460
54
$1.16M 0.1%
53,365
-67
55
$1.1M 0.1%
19,340
+1,101
56
$1.04M 0.09%
17,522
57
$1.02M 0.09%
13,472
58
$1M 0.09%
3,803
+460
59
$1M 0.09%
7,630
+387
60
$999K 0.09%
39,463
+8,925
61
$985K 0.09%
9,533
62
$959K 0.09%
7,119
-73
63
$881K 0.08%
142,063
-3,850
64
$867K 0.08%
18,118
+4,231
65
$856K 0.08%
7,432
+210
66
$829K 0.07%
5,330
+486
67
$798K 0.07%
5,072
-721
68
$783K 0.07%
2,494
69
$765K 0.07%
4,382
+45
70
$760K 0.07%
85,690
+1,617
71
$758K 0.07%
5,431
-15
72
$731K 0.07%
13,361
+2,239
73
$724K 0.06%
48,615
-840
74
$695K 0.06%
16,922
+1,521
75
$692K 0.06%
2,572
1 2
3
4 5