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
$838M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$1.01M
3
+$901K
4
IAU icon
iShares Gold Trust
IAU
+$359K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$313K

Top Sells

1
+$2.91M
2
+$2.5M
3
+$1.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K

Sector Composition

1 Technology 3.31%
2 Financials 2.63%
3 Consumer Staples 2.18%
4 Industrials 1.71%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.05%
8,522
77
$405K 0.05%
5,559
-34
78
$404K 0.05%
14,666
+7
79
$396K 0.05%
8,144
-499
80
$386K 0.05%
3,468
-126
81
$385K 0.05%
3,873
-353
82
$374K 0.04%
7,463
83
$351K 0.04%
2,193
-2,461
84
$348K 0.04%
11,250
85
$343K 0.04%
43,074
86
$341K 0.04%
4,250
-800
87
$335K 0.04%
4,165
+300
88
$328K 0.04%
9,943
-1,068
89
$314K 0.04%
5,324
+6
90
$281K 0.03%
8,168
91
$276K 0.03%
2,249
+500
92
$272K 0.03%
4,804
-200
93
$272K 0.03%
9,903
94
$268K 0.03%
8,100
95
$265K 0.03%
4,368
-493
96
$263K 0.03%
3,800
97
$261K 0.03%
2,524
98
$259K 0.03%
5,915
99
$253K 0.03%
6,770
-27
100
$248K 0.03%
3,173
-316
1 2 3
4
5