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
$876M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.42M
3
+$3.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$726K
5
PSTG icon
Pure Storage
PSTG
+$375K

Top Sells

1
+$2.6M
2
+$2.08M
3
+$1.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$835K

Sector Composition

1 Technology 2.89%
2 Consumer Staples 1.97%
3 Financials 1.78%
4 Industrials 1.75%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$419K 0.05%
5,550
77
$415K 0.05%
4,270
-6,112
78
$412K 0.05%
2,705
+52
79
$409K 0.05%
11,905
-1,706
80
$406K 0.05%
71,498
-15,000
81
$397K 0.05%
7,218
-758
82
$385K 0.04%
4,510
-500
83
$383K 0.04%
35,987
84
$375K 0.04%
+34,408
85
$369K 0.04%
5,041
+638
86
$340K 0.04%
5,123
87
$332K 0.04%
2,944
-57
88
$329K 0.04%
5,302
+444
89
$323K 0.04%
3,867
-14
90
$308K 0.04%
5,897
+590
91
$302K 0.03%
2,365
+218
92
$301K 0.03%
5,267
+105
93
$293K 0.03%
3,615
94
$284K 0.03%
4,886
-104
95
$279K 0.03%
6,770
96
$272K 0.03%
9,478
-473
97
$266K 0.03%
3,154
-2,832
98
$265K 0.03%
7,935
+47
99
$260K 0.03%
8,500
100
$260K 0.03%
10,683
1 2 3
4
5