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
$795M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$8.37M
3
+$5.71M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.87M

Top Sells

1
+$616K
2
+$510K
3
+$487K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$447K

Sector Composition

1 Technology 2.95%
2 Financials 2.41%
3 Consumer Staples 1.89%
4 Industrials 1.73%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.05%
8,604
+82
77
$367K 0.05%
5,559
78
$366K 0.05%
+7,546
79
$365K 0.05%
4,047
-21
80
$359K 0.05%
11,897
-3,190
81
$346K 0.04%
11,250
82
$328K 0.04%
2,992
+299
83
$325K 0.04%
2,353
+200
84
$305K 0.04%
4,250
85
$291K 0.04%
3,615
-250
86
$289K 0.04%
2,651
+59
87
$288K 0.04%
10,967
-3,794
88
$279K 0.04%
4,403
-37
89
$275K 0.03%
8,310
-13,519
90
$268K 0.03%
4,388
91
$267K 0.03%
5,014
-446
92
$261K 0.03%
12,093
+705
93
$254K 0.03%
+7,500
94
$248K 0.03%
2,573
95
$246K 0.03%
2,132
-22
96
$237K 0.03%
15,068
97
$235K 0.03%
5,915
98
$234K 0.03%
5,307
99
$234K 0.03%
1,973
-18
100
$233K 0.03%
3,147
-47
1 2 3
4
5