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
$857M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$14.2M
3
+$1.38M
4
FIT
Fitbit, Inc. Class A common stock
FIT
+$1.36M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$536K

Top Sells

1
+$4.13M
2
+$3.7M
3
+$1.65M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$750K

Sector Composition

1 Technology 3.04%
2 Financials 2.09%
3 Consumer Staples 1.98%
4 Industrials 1.76%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$431K 0.05%
2,737
+520
77
$419K 0.05%
14,917
+1,288
78
$409K 0.05%
5,010
-4,079
79
$406K 0.05%
27,663
80
$403K 0.05%
7,976
-1,023
81
$398K 0.05%
2,653
+300
82
$389K 0.05%
86,498
-30,000
83
$380K 0.04%
5,550
-9
84
$365K 0.04%
+5,123
85
$357K 0.04%
3,881
+3
86
$352K 0.04%
2,620
+8
87
$333K 0.04%
3,001
+2
88
$311K 0.04%
4,403
89
$308K 0.04%
+5,162
90
$308K 0.04%
7,888
91
$303K 0.04%
+2,510
92
$291K 0.03%
3,615
93
$290K 0.03%
+35,987
94
$289K 0.03%
5,307
95
$288K 0.03%
4,858
+470
96
$286K 0.03%
2,147
+15
97
$283K 0.03%
9,951
+1,258
98
$281K 0.03%
4,990
-28
99
$251K 0.03%
2,418
-100
100
$250K 0.03%
1,794
-179
1 2 3
4
5