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
$981M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.6M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K

Top Sells

1
+$7.27M
2
+$4.57M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.61M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.45M

Sector Composition

1 Technology 5.08%
2 Financials 2.33%
3 Consumer Discretionary 1.51%
4 Industrials 1.42%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.06%
4,337
-405
77
$565K 0.06%
2,460
-178
78
$565K 0.06%
10,048
+518
79
$557K 0.06%
3,239
+96
80
$542K 0.06%
26,667
+1,809
81
$538K 0.05%
12,422
+836
82
$529K 0.05%
7,255
+86
83
$520K 0.05%
13,000
-1,400
84
$495K 0.05%
5,297
+43
85
$473K 0.05%
4,387
-348
86
$463K 0.05%
18,836
+3,200
87
$456K 0.05%
4,201
-319
88
$449K 0.05%
3,404
-106
89
$434K 0.04%
2,727
-32
90
$428K 0.04%
13,788
+1,884
91
$392K 0.04%
3,612
92
$391K 0.04%
4,644
-71
93
$358K 0.04%
3,138
+316
94
$358K 0.04%
3,210
95
$355K 0.04%
17,154
-138
96
$354K 0.04%
24,406
-1,600
97
$353K 0.04%
5,901
-272
98
$349K 0.04%
+3,020
99
$348K 0.04%
5,670
-55
100
$328K 0.03%
3,075
+1
2 3
4
5 6