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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$716K 0.06%
91,955
+1,920
77
$714K 0.06%
4,990
+3
78
$703K 0.06%
17,601
-330
79
$661K 0.05%
11,984
+2,954
80
$660K 0.05%
3,440
-643
81
$657K 0.05%
8,906
+687
82
$641K 0.05%
5,549
+541
83
$637K 0.05%
13,651
-1,771
84
$625K 0.05%
5,606
-365
85
$617K 0.05%
2,617
+177
86
$548K 0.04%
6,795
87
$544K 0.04%
4,533
+6
88
$523K 0.04%
17,524
+9,276
89
$512K 0.04%
2,044
-130
90
$490K 0.04%
7,332
+156
91
$485K 0.04%
12,767
+105
92
$444K 0.04%
2,705
-24
93
$441K 0.04%
172,202
94
$439K 0.04%
2,380
+404
95
$438K 0.04%
14,114
-924
96
$436K 0.04%
9,755
-397
97
$435K 0.04%
3,337
+389
98
$425K 0.03%
3,592
-1,553
99
$409K 0.03%
+5,436
100
$397K 0.03%
21,864
2 3
4
5 6