BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
-0.53%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$828M
AUM Growth
-$9.42M
(-1.1%)
Cap. Flow
-$4.24M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
84.04%
Holding
120
New
5
Increased
46
Reduced
41
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.93M |
| 2 |
LendingClub
LC
|
$1.62M |
| 3 |
ADMS
Adamas Pharmaceuticals, Inc.
ADMS
|
$787K |
| 4 |
GE Aerospace
GE
|
$362K |
| 5 |
DATA
Tableau Software, Inc.
DATA
|
$220K |
Top Sells
| 1 |
Goldman Sachs
GS
|
$1.71M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.6M |
| 3 |
Procter & Gamble
PG
|
$1.57M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.38M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$786K |
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Financials | 2.61% |
| 3 | Consumer Staples | 1.92% |
| 4 | Industrials | 1.71% |
| 5 | Healthcare | 0.97% |
