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
$1.1B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.38M
3
+$987K
4
BAC icon
Bank of America
BAC
+$897K
5
FTS icon
Fortis
FTS
+$675K

Top Sells

1
+$19.2M
2
+$9.43M
3
+$6.29M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.89M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.01M

Sector Composition

1 Technology 4.25%
2 Financials 2.33%
3 Consumer Staples 1.57%
4 Industrials 1.49%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$484K 0.04%
3,846
77
$483K 0.04%
14,043
-849
78
$478K 0.04%
1,621
+345
79
$472K 0.04%
2,715
+211
80
$458K 0.04%
5,476
-1,355
81
$452K 0.04%
+5,357
82
$440K 0.04%
8,306
+8
83
$430K 0.04%
2,267
-132
84
$430K 0.04%
26,863
85
$421K 0.04%
1,689
86
$412K 0.04%
5,598
87
$411K 0.04%
5,904
88
$398K 0.04%
8,669
+1,372
89
$381K 0.03%
3,210
90
$372K 0.03%
1,516
91
$368K 0.03%
11,169
+171
92
$362K 0.03%
3,175
+692
93
$361K 0.03%
2,096
94
$356K 0.03%
9,295
+849
95
$351K 0.03%
2,229
+6
96
$350K 0.03%
+7,524
97
$347K 0.03%
4,596
+10
98
$336K 0.03%
15,546
+69
99
$332K 0.03%
2,748
-236
100
$326K 0.03%
5,312
-3,064
2 3
4
5 6