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
$1.02B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$15.9M
3
+$9.21M
4
GLD icon
SPDR Gold Trust
GLD
+$5.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.11M

Top Sells

1
+$38.4M
2
+$5.17M
3
+$1.96M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K

Sector Composition

1 Technology 5.56%
2 Financials 2.03%
3 Consumer Discretionary 1.79%
4 Consumer Staples 1.42%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.12%
20,860
-480
52
$1.14M 0.11%
14,490
+240
53
$1.14M 0.11%
30,037
+8,205
54
$1.09M 0.11%
9,065
-61
55
$1.03M 0.1%
3,627
+147
56
$1.02M 0.1%
4,667
+2
57
$1M 0.1%
15,241
+601
58
$972K 0.1%
9,406
+1,971
59
$930K 0.09%
13,472
60
$926K 0.09%
27,602
+19,344
61
$872K 0.09%
15,732
62
$821K 0.08%
5,028
-505
63
$819K 0.08%
6,919
-200
64
$805K 0.08%
14,883
+389
65
$752K 0.07%
34,139
-1,274
66
$719K 0.07%
4,463
-87
67
$713K 0.07%
13,606
-1,799
68
$679K 0.07%
17,931
+2,049
69
$674K 0.07%
7,000
-7,316
70
$664K 0.07%
13,000
71
$646K 0.06%
+23,074
72
$625K 0.06%
90,035
+1,109
73
$622K 0.06%
2,628
+65
74
$615K 0.06%
4,083
-521
75
$609K 0.06%
4,082
-66
1 2
3
4 5