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
$1.12B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.76M
3
+$529K
4
VB icon
Vanguard Small-Cap ETF
VB
+$403K
5
VLO icon
Valero Energy
VLO
+$383K

Top Sells

1
+$5.27M
2
+$1.05M
3
+$906K
4
AGIO icon
Agios Pharmaceuticals
AGIO
+$738K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$558K

Sector Composition

1 Technology 5.27%
2 Financials 2.24%
3 Consumer Discretionary 1.6%
4 Industrials 1.43%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$643K 0.06%
13,000
77
$640K 0.06%
6,432
-42
78
$628K 0.06%
3,620
+152
79
$618K 0.06%
25,908
-822
80
$614K 0.05%
2,953
+370
81
$613K 0.05%
5,322
+36
82
$609K 0.05%
3,682
-368
83
$592K 0.05%
5,169
+563
84
$580K 0.05%
2,794
+531
85
$573K 0.05%
7,164
+518
86
$555K 0.05%
19,239
+403
87
$551K 0.05%
4,183
-10
88
$518K 0.05%
2,813
+10
89
$517K 0.05%
9,046
-242
90
$502K 0.04%
13,644
+2,037
91
$448K 0.04%
8,800
+2,854
92
$445K 0.04%
7,300
+6
93
$442K 0.04%
17,130
+30
94
$421K 0.04%
2,903
-111
95
$416K 0.04%
3,210
96
$413K 0.04%
1,166
97
$409K 0.04%
3,000
+640
98
$406K 0.04%
9,538
-1,277
99
$403K 0.04%
+2,569
100
$389K 0.03%
3,489
-182
2 3
4
5 6