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
$1.01B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.38M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$579K
5
GLD icon
SPDR Gold Trust
GLD
+$509K

Top Sells

1
+$3.56M
2
+$1.76M
3
+$1.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$960K

Sector Composition

1 Technology 2.92%
2 Financials 1.95%
3 Industrials 1.58%
4 Consumer Staples 1.49%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.04%
3,812
-223
77
$410K 0.04%
2,497
+3
78
$410K 0.04%
8,409
+143
79
$394K 0.04%
6,506
-828
80
$389K 0.04%
2,952
-13
81
$385K 0.04%
5,560
+334
82
$372K 0.04%
5,089
+253
83
$365K 0.04%
9,266
-208
84
$365K 0.04%
2,282
+545
85
$358K 0.04%
2,440
-254
86
$355K 0.04%
5,935
+65
87
$355K 0.04%
5,610
-30
88
$336K 0.03%
+1,076
89
$336K 0.03%
+3,210
90
$332K 0.03%
7,888
-10
91
$329K 0.03%
12,000
-4,000
92
$328K 0.03%
5,619
+175
93
$327K 0.03%
4,105
+190
94
$310K 0.03%
6,770
95
$305K 0.03%
7,688
-348
96
$284K 0.03%
8,500
97
$271K 0.03%
2,089
+57
98
$270K 0.03%
5,502
99
$262K 0.03%
16,908
100
$259K 0.03%
7,654
-666
1 2 3
4
5