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
$1.32B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.53M
3
+$1.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$905K
5
GLD icon
SPDR Gold Trust
GLD
+$583K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Sector Composition

1 Technology 2%
2 Industrials 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.77%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.08%
15,732
52
$1M 0.08%
7,382
-123
53
$905K 0.07%
+29,508
54
$869K 0.07%
21,848
-40
55
$857K 0.07%
2,910
+460
56
$757K 0.06%
3,824
+132
57
$749K 0.06%
3,538
+394
58
$731K 0.06%
2,869
-13
59
$698K 0.05%
1,980
+24
60
$698K 0.05%
6,121
61
$694K 0.05%
9,411
+1,012
62
$694K 0.05%
12,696
+5,089
63
$680K 0.05%
7,751
-460
64
$664K 0.05%
4,971
+6
65
$644K 0.05%
2,587
+134
66
$638K 0.05%
9,976
+3,291
67
$602K 0.05%
6,855
-281
68
$586K 0.04%
3,177
-111
69
$581K 0.04%
7,903
+879
70
$571K 0.04%
5,277
+148
71
$541K 0.04%
2,861
+370
72
$541K 0.04%
1,455
+172
73
$535K 0.04%
9,205
+299
74
$529K 0.04%
10,225
+413
75
$518K 0.04%
2,348
+572
1 2
3
4 5