BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+3.23%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$826M
AUM Growth
+$28.2M
(+3.5%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
82.78%
Holding
126
New
9
Increased
22
Reduced
57
Closed
5
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.53M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.04M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.61M |
| 4 |
J.M. Smucker
SJM
|
$643K |
| 5 |
Kinder Morgan
KMI
|
$545K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$1.79M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.4M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$1.24M |
| 4 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$543K |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$399K |
Sector Composition
| 1 | Technology | 3.11% |
| 2 | Financials | 2.78% |
| 3 | Consumer Staples | 2.33% |
| 4 | Industrials | 2.02% |
| 5 | Healthcare | 1.02% |
