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
$1.02B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$15.9M
3
+$9.21M
4
GLD icon
SPDR Gold Trust
GLD
+$5.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.11M

Top Sells

1
+$38.4M
2
+$5.17M
3
+$1.96M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K

Sector Composition

1 Technology 5.56%
2 Financials 2.03%
3 Consumer Discretionary 1.79%
4 Consumer Staples 1.42%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.06%
9,533
77
$606K 0.06%
15,422
+1,394
78
$603K 0.06%
8,219
+1,414
79
$599K 0.06%
5,395
-19
80
$597K 0.06%
4,465
-45
81
$594K 0.06%
5,145
+1,653
82
$577K 0.06%
5,971
+328
83
$571K 0.06%
4,987
-2,726
84
$531K 0.05%
5,008
+316
85
$501K 0.05%
5,231
+122
86
$500K 0.05%
6,795
-37
87
$498K 0.05%
172,202
-87,761
88
$495K 0.05%
2,440
+28
89
$485K 0.05%
9,030
+381
90
$466K 0.05%
15,038
-815
91
$449K 0.04%
10,152
+1,855
92
$444K 0.04%
1,444
-1,505
93
$429K 0.04%
10,845
+6,337
94
$421K 0.04%
4,527
+1
95
$418K 0.04%
12,662
+206
96
$406K 0.04%
2,174
-749
97
$394K 0.04%
7,176
-140
98
$379K 0.04%
2,729
+939
99
$371K 0.04%
2,713
-887
100
$361K 0.04%
6,475
+446
2 3
4
5 6