BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+6.01%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$821M
AUM Growth
+$25.5M
(+3.2%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-2.58%
Top 10 Holdings %
Top 10 Hldgs %
83.44%
Holding
115
New
4
Increased
15
Reduced
56
Closed
6
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.03M |
| 2 |
iShares Gold Trust
IAU
|
$651K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$564K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$538K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$365K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.37M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$4.14M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.53M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.95M |
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Financials | 2.39% |
| 3 | Consumer Staples | 2% |
| 4 | Industrials | 1.73% |
| 5 | Healthcare | 0.87% |
