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
$1.06B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$610K
3
+$581K
4
HYB
New America High Income Fund, Inc.
HYB
+$527K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$279K

Top Sells

1
+$11.4M
2
+$3.87M
3
+$3.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.88M

Sector Composition

1 Technology 4.89%
2 Financials 2.44%
3 Consumer Discretionary 1.52%
4 Industrials 1.51%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$516K 0.05%
2,796
+109
77
$515K 0.05%
2,063
+11
78
$503K 0.05%
14,616
+600
79
$497K 0.05%
22,650
+4,695
80
$486K 0.05%
3,672
-3
81
$478K 0.05%
5,715
+117
82
$467K 0.04%
9,290
+891
83
$464K 0.04%
3,666
+94
84
$462K 0.04%
3,503
-81
85
$445K 0.04%
5,357
86
$423K 0.04%
6,121
+217
87
$411K 0.04%
14,836
-376
88
$404K 0.04%
4,000
-13,166
89
$401K 0.04%
9,328
+760
90
$394K 0.04%
26,006
-517
91
$392K 0.04%
10,010
+630
92
$392K 0.04%
4,702
+120
93
$389K 0.04%
2,363
-86
94
$388K 0.04%
1,709
-89
95
$384K 0.04%
3,210
96
$381K 0.04%
3,532
-135
97
$378K 0.04%
4,003
+112
98
$368K 0.03%
17,313
+405
99
$343K 0.03%
7,524
100
$343K 0.03%
2,187
+91
2 3
4
5 6