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
$795M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$8.37M
3
+$5.71M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.87M

Top Sells

1
+$616K
2
+$510K
3
+$487K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$447K

Sector Composition

1 Technology 2.95%
2 Financials 2.41%
3 Consumer Staples 1.89%
4 Industrials 1.73%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.03%
5,682
102
$216K 0.03%
+2,930
103
$211K 0.03%
+6,500
104
$210K 0.03%
6,770
105
$203K 0.03%
+1,407
106
$200K 0.03%
+2,030
107
$200K 0.03%
+2,876
108
$122K 0.02%
10,399
+2
109
$92K 0.01%
35,219
110
$10K ﹤0.01%
1,000
111
$8K ﹤0.01%
20,500
112
– –
-10,973
113
– –
-4,333
114
– –
-2,645
115
– –
-8,100
116
– –
-7,448
117
– –
-1,626
118
– –
-6,390
119
– –
-776
120
– –
-2,809
121
– –
-4,343
122
– –
-2,334
123
– –
-7,363
124
– –
-1,909
125
– –
-5,768
1 2 3 4
5