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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.11%
14,955
+465
52
$1.34M 0.11%
5
53
$1.2M 0.1%
9,099
+34
54
$1.18M 0.1%
36,372
+13,298
55
$1.13M 0.09%
15,377
+136
56
$1.11M 0.09%
24,867
-5,170
57
$1.09M 0.09%
3,607
-20
58
$1.04M 0.08%
4,029
-638
59
$1.01M 0.08%
8,635
-771
60
$989K 0.08%
6,919
61
$971K 0.08%
24,504
-3,098
62
$944K 0.08%
13,472
63
$934K 0.08%
15,606
+723
64
$923K 0.07%
4,299
-729
65
$913K 0.07%
5,239
+8
66
$911K 0.07%
8,422
+1,422
67
$888K 0.07%
15,732
68
$877K 0.07%
13,000
69
$792K 0.06%
4,102
-361
70
$776K 0.06%
9,555
+22
71
$751K 0.06%
4,095
+13
72
$746K 0.06%
5,157
+692
73
$745K 0.06%
2,628
74
$740K 0.06%
32,422
-1,717
75
$729K 0.06%
7,478
-7,998
1 2
3
4 5