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
$687M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.87M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.03M
5
GOGO icon
Gogo Inc
GOGO
+$720K

Top Sells

1
+$1.9M
2
+$1.32M
3
+$1.03M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$579K
5
SLV icon
iShares Silver Trust
SLV
+$409K

Sector Composition

1 Industrials 2.38%
2 Energy 1.24%
3 Financials 1.02%
4 Consumer Discretionary 0.94%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.03%
+5,048
102
$200K 0.03%
12,931
103
$200K 0.03%
+744
104
$34K ﹤0.01%
1,000
105
– –
-10,958
106
– –
-4,940
1 2 3 4
5