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
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$3.58M
3
+$3.06M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$734K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$333K

Top Sells

1
+$15.3M
2
+$1.92M
3
+$1.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Sector Composition

1 Technology 5.55%
2 Financials 2.25%
3 Consumer Staples 1.55%
4 Industrials 1.5%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.11%
9,736
-32
52
$1.21M 0.11%
14,423
+31
53
$1.2M 0.11%
21,735
+2,395
54
$1.16M 0.1%
6,027
-364
55
$1.16M 0.1%
8,446
+816
56
$1.14M 0.1%
7,529
+2,199
57
$1.1M 0.1%
13,472
58
$1.02M 0.09%
15,732
-1,790
59
$991K 0.09%
34,665
-4,798
60
$983K 0.09%
15,868
-413
61
$976K 0.09%
3,387
-416
62
$971K 0.09%
7,119
63
$956K 0.09%
8,004
-2,785
64
$928K 0.08%
9,533
65
$895K 0.08%
2,949
+455
66
$889K 0.08%
7,432
67
$790K 0.07%
15,335
-2,783
68
$779K 0.07%
48,495
-120
69
$771K 0.07%
87,299
+1,609
70
$744K 0.07%
4,395
+13
71
$735K 0.07%
4,604
-468
72
$734K 0.07%
+9,774
73
$727K 0.06%
142,063
74
$720K 0.06%
5,526
+95
75
$707K 0.06%
6,932
+500
1 2
3
4 5