BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+1.77%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$838M
AUM Growth
+$11.9M
(+1.4%)
Cap. Flow
-$653K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
84.04%
Holding
123
New
2
Increased
21
Reduced
57
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$14.1M |
| 2 |
Salesforce
CRM
|
$1.02M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$901K |
| 4 |
iShares Gold Trust
IAU
|
$359K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$313K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$2.91M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.5M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.63M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.42M |
| 5 |
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% |
