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
$1.32B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.53M
3
+$1.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$905K
5
GLD icon
SPDR Gold Trust
GLD
+$583K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Sector Composition

1 Technology 2%
2 Industrials 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.77%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.04%
6,983
-837
77
$489K 0.04%
3,066
78
$481K 0.04%
6,360
-1,027
79
$479K 0.04%
1,568
+31
80
$473K 0.04%
2,555
+48
81
$467K 0.04%
10,311
-72
82
$464K 0.04%
2,461
+65
83
$458K 0.03%
1,780
+840
84
$453K 0.03%
19,792
+1,858
85
$449K 0.03%
+27,828
86
$448K 0.03%
3,742
+298
87
$439K 0.03%
8,335
+1,528
88
$437K 0.03%
2,337
+813
89
$437K 0.03%
2,430
90
$433K 0.03%
885
+32
91
$429K 0.03%
3,367
+60
92
$427K 0.03%
6,761
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93
$426K 0.03%
2,643
+58
94
$421K 0.03%
1,901
-231
95
$407K 0.03%
892
-30
96
$405K 0.03%
15,640
-10,000
97
$401K 0.03%
1,125
+183
98
$400K 0.03%
5,543
99
$400K 0.03%
841
100
$400K 0.03%
11,059
2 3
4
5 6