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
$711M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.14M
3
+$3.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Top Sells

1
+$1.65M
2
+$1.35M
3
+$1.2M
4
GOGO icon
Gogo Inc
GOGO
+$720K
5
MAR icon
Marriott International
MAR
+$703K

Sector Composition

1 Industrials 2.24%
2 Energy 1.17%
3 Financials 1.14%
4 Technology 0.82%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.05%
4,686
-550
77
$326K 0.05%
12,621
+2,010
78
$324K 0.05%
3,597
+316
79
$320K 0.05%
+7,500
80
$315K 0.04%
5,726
-4,446
81
$315K 0.04%
5,050
+800
82
$311K 0.04%
5,915
83
$308K 0.04%
8,100
84
$289K 0.04%
+7,333
85
$276K 0.04%
37,410
+5,664
86
$261K 0.04%
3,569
+487
87
$260K 0.04%
2,463
88
$253K 0.04%
2,015
+390
89
$248K 0.03%
6,360
90
$245K 0.03%
+3,770
91
$240K 0.03%
+2,420
92
$236K 0.03%
10,524
-354
93
$232K 0.03%
5,989
-1,600
94
$225K 0.03%
30,222
95
$222K 0.03%
+3,665
96
$219K 0.03%
3,376
97
$214K 0.03%
5,928
98
$213K 0.03%
3,200
99
$212K 0.03%
4,000
100
$210K 0.03%
8,396
-648
1 2 3
4
5