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
$949M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.46M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$366K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$216K

Top Sells

1
+$5.77M
2
+$2.23M
3
+$1.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.64M
5
NSC icon
Norfolk Southern
NSC
+$1.33M

Sector Composition

1 Technology 3.18%
2 Financials 2.04%
3 Industrials 1.74%
4 Consumer Staples 1.71%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.04%
16,000
-6,000
77
$412K 0.04%
7,334
+260
78
$408K 0.04%
4,730
-31
79
$402K 0.04%
5,640
80
$380K 0.04%
45,987
81
$365K 0.04%
2,494
+89
82
$361K 0.04%
2,694
+260
83
$359K 0.04%
5,226
+466
84
$338K 0.04%
2,965
-25
85
$332K 0.04%
9,474
-2,381
86
$327K 0.03%
5,870
-31
87
$326K 0.03%
44,554
-10,000
88
$319K 0.03%
6,770
89
$316K 0.03%
4,836
+3
90
$313K 0.03%
7,898
+10
91
$311K 0.03%
3,915
+250
92
$307K 0.03%
15,852
+784
93
$302K 0.03%
5,444
+43
94
$288K 0.03%
8,036
+1,403
95
$275K 0.03%
8,500
96
$269K 0.03%
31,498
-30,000
97
$259K 0.03%
1,737
-57
98
$256K 0.03%
11,097
+414
99
$253K 0.03%
5,502
100
$251K 0.03%
8,320
-281
1 2 3
4
5