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
$1.04B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$1.19M
3
+$810K
4
AAPL icon
Apple
AAPL
+$636K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$524K

Top Sells

1
+$41.8M
2
+$2.78M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$944K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$579K

Sector Composition

1 Technology 3.02%
2 Financials 1.94%
3 Industrials 1.53%
4 Consumer Staples 1.42%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.04%
26,863
77
$417K 0.04%
3,812
78
$416K 0.04%
12,323
+155
79
$398K 0.04%
6,508
+2
80
$381K 0.04%
2,952
81
$374K 0.04%
2,439
-1
82
$374K 0.04%
2,150
-132
83
$368K 0.04%
8,897
-369
84
$361K 0.03%
6,895
-4,036
85
$357K 0.03%
7,995
-414
86
$353K 0.03%
7,888
87
$352K 0.03%
5,904
-31
88
$344K 0.03%
4,644
-445
89
$343K 0.03%
3,210
90
$342K 0.03%
1,076
91
$341K 0.03%
1,535
+467
92
$335K 0.03%
5,598
-12
93
$319K 0.03%
2,086
-3
94
$318K 0.03%
3,980
-125
95
$311K 0.03%
+5,762
96
$310K 0.03%
17,034
+126
97
$306K 0.03%
6,791
+21
98
$302K 0.03%
+15,414
99
$298K 0.03%
7,291
-397
100
$294K 0.03%
+5,850
1 2 3
4
5