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
$945M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.51M
3
+$1.91M
4
UPS icon
United Parcel Service
UPS
+$1.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.37M

Top Sells

1
+$3.25M
2
+$1.24M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$769K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$629K

Sector Composition

1 Technology 3.13%
2 Industrials 1.89%
3 Consumer Staples 1.82%
4 Financials 1.75%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.04%
7,074
-144
77
$419K 0.04%
7,769
-539
78
$418K 0.04%
45,987
+10,000
79
$411K 0.04%
5,640
+90
80
$401K 0.04%
2,405
-300
81
$395K 0.04%
2,592
-468
82
$384K 0.04%
+6,452
83
$377K 0.04%
2,990
-90
84
$363K 0.04%
61,498
-10,000
85
$358K 0.04%
4,833
-208
86
$345K 0.04%
5,123
87
$322K 0.03%
5,901
+4
88
$317K 0.03%
4,761
-541
89
$313K 0.03%
2,434
+69
90
$296K 0.03%
3,665
+50
91
$295K 0.03%
4,760
-126
92
$292K 0.03%
5,401
+134
93
$290K 0.03%
6,770
94
$281K 0.03%
7,888
-47
95
$277K 0.03%
3,043
-111
96
$273K 0.03%
8,601
-877
97
$270K 0.03%
8,500
98
$264K 0.03%
1,794
+60
99
$257K 0.03%
10,683
100
$250K 0.03%
5,502
1 2 3
4
5