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
$821M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$651K
3
+$564K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$538K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$365K

Top Sells

1
+$5.37M
2
+$4.14M
3
+$3.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.53M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M

Sector Composition

1 Technology 2.84%
2 Financials 2.39%
3 Consumer Staples 2%
4 Industrials 1.73%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.05%
8,549
-700
77
$392K 0.05%
3,878
78
$390K 0.05%
11,322
-575
79
$382K 0.05%
2,353
80
$375K 0.05%
5,559
81
$368K 0.04%
4,153
-700
82
$365K 0.04%
27,663
83
$358K 0.04%
2,217
+810
84
$334K 0.04%
11,250
85
$332K 0.04%
2,612
-39
86
$324K 0.04%
2,999
+7
87
$293K 0.04%
4,403
88
$290K 0.04%
+7,888
89
$290K 0.04%
4,388
90
$288K 0.04%
3,615
91
$282K 0.03%
2,132
92
$276K 0.03%
5,018
+4
93
$254K 0.03%
5,307
94
$250K 0.03%
7,643
-667
95
$249K 0.03%
1,973
96
$246K 0.03%
2,518
-55
97
$243K 0.03%
15,068
98
$237K 0.03%
5,682
99
$236K 0.03%
8,693
-2,274
100
$235K 0.03%
6,770
1 2 3
4
5