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
$838M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$1.01M
3
+$901K
4
IAU icon
iShares Gold Trust
IAU
+$359K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$313K

Top Sells

1
+$2.91M
2
+$2.5M
3
+$1.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$904K

Sector Composition

1 Technology 3.31%
2 Financials 2.63%
3 Consumer Staples 2.18%
4 Industrials 1.71%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.03%
5,682
102
$231K 0.03%
19,023
-998
103
$229K 0.03%
15,068
104
$226K 0.03%
2,113
-299
105
$222K 0.03%
1,612
106
$212K 0.03%
2,645
+1
107
$212K 0.03%
7,448
-948
108
$212K 0.03%
2,542
-2,336
109
$206K 0.02%
1,372
-490
110
$201K 0.02%
1,773
-460
111
$201K 0.02%
+1,626
112
$200K 0.02%
24,216
-5,454
113
$123K 0.01%
35,219
114
$44K 0.01%
20,500
115
$18K ﹤0.01%
1,000
116
– –
-20,409
117
– –
-3,249
118
– –
-5,682
119
– –
-7,500
120
– –
-3,200
121
– –
-8,677
122
– –
-2,409
123
– –
-7,053
1 2 3 4
5