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
$1.07B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$847K
3
+$779K
4
AAPL icon
Apple
AAPL
+$728K
5
GLD icon
SPDR Gold Trust
GLD
+$563K

Top Sells

1
+$18.9M
2
+$7.5M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.08M

Sector Composition

1 Technology 3.48%
2 Financials 1.98%
3 Industrials 1.53%
4 Consumer Staples 1.4%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$477K 0.04%
3,846
77
$467K 0.04%
2,504
+10
78
$452K 0.04%
2,574
+424
79
$423K 0.04%
26,863
80
$418K 0.04%
3,812
81
$414K 0.04%
7,011
+116
82
$411K 0.04%
8,298
+303
83
$407K 0.04%
6,665
+157
84
$392K 0.04%
2,399
-40
85
$381K 0.04%
1,689
+495
86
$377K 0.04%
8,420
-477
87
$371K 0.03%
5,904
88
$359K 0.03%
5,598
89
$357K 0.03%
3,210
90
$351K 0.03%
7,888
91
$351K 0.03%
2,984
+32
92
$351K 0.03%
1,076
93
$350K 0.03%
1,516
-19
94
$334K 0.03%
4,586
-58
95
$328K 0.03%
2,096
+10
96
$324K 0.03%
1,276
-44
97
$318K 0.03%
3,980
98
$318K 0.03%
7,297
+6
99
$314K 0.03%
15,477
+63
100
$307K 0.03%
16,953
-81
2 3
4
5 6