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
$711M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.14M
3
+$3.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.71M

Top Sells

1
+$1.65M
2
+$1.35M
3
+$1.2M
4
GOGO icon
Gogo Inc
GOGO
+$720K
5
MAR icon
Marriott International
MAR
+$703K

Sector Composition

1 Industrials 2.24%
2 Energy 1.17%
3 Financials 1.14%
4 Technology 0.82%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.03%
824
+80
102
$207K 0.03%
4,345
+49
103
$177K 0.02%
+10,268
104
$64K 0.01%
1,000
105
– –
-21,306
106
– –
-12,931
107
– –
-29,000
108
– –
-3,348
109
– –
-2,644
110
– –
-13,145
111
– –
-8,276
112
– –
-5,048
113
– –
-2,907
1 2 3 4
5