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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$71.2M
3
+$59.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.96%
2 Energy 1.27%
3 Financials 1.04%
4 Consumer Discretionary 0.78%
5 Technology 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.04%
+9,279
77
$229K 0.04%
+3,622
78
$223K 0.04%
+2,980
79
$222K 0.04%
+2,164
80
$222K 0.04%
+5,002
81
$216K 0.04%
+8,134
82
$215K 0.04%
+2,907
83
$213K 0.04%
+10,132
84
$209K 0.04%
+2,700
85
$206K 0.04%
+8,501
86
$198K 0.03%
+12,806
87
$166K 0.03%
+12,839
88
$130K 0.02%
+10,070
89
$103K 0.02%
+15,873
90
$23K ﹤0.01%
+1,000
1 2 3
4