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
$687M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.87M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.03M
5
GOGO icon
Gogo Inc
GOGO
+$720K

Top Sells

1
+$1.9M
2
+$1.32M
3
+$1.03M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$579K
5
SLV icon
iShares Silver Trust
SLV
+$409K

Sector Composition

1 Industrials 2.38%
2 Energy 1.24%
3 Financials 1.02%
4 Consumer Discretionary 0.94%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.04%
9,114
+183
77
$303K 0.04%
8,100
78
$301K 0.04%
30,000
-7,875
79
$298K 0.04%
3,281
+301
80
$288K 0.04%
+3,348
81
$278K 0.04%
5,915
-7,442
82
$275K 0.04%
+10,611
83
$263K 0.04%
4,250
84
$257K 0.04%
2,644
85
$247K 0.04%
2,463
86
$244K 0.04%
+10,878
87
$244K 0.04%
6,360
-500
88
$227K 0.03%
31,746
+15,873
89
$223K 0.03%
9,044
+4
90
$222K 0.03%
1,625
-1,300
91
$222K 0.03%
3,200
92
$222K 0.03%
30,222
-480
93
$220K 0.03%
3,376
94
$220K 0.03%
8,276
-1,360
95
$220K 0.03%
+3,082
96
$220K 0.03%
2,907
97
$214K 0.03%
+5,928
98
$211K 0.03%
+4,296
99
$204K 0.03%
+21,306
100
$202K 0.03%
+4,000
1 2 3
4
5