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
$821M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$651K
3
+$564K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$538K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$365K

Top Sells

1
+$5.37M
2
+$4.14M
3
+$3.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.53M
5
VGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.03%
1,937
-93
102
$227K 0.03%
11,118
-975
103
$221K 0.03%
2,847
-83
104
$212K 0.03%
4,250
105
$209K 0.03%
6,500
106
$204K 0.02%
+1,413
107
$118K 0.01%
10,401
+2
108
$90K 0.01%
35,219
109
$12K ﹤0.01%
1,000
110
– –
-3,147
111
– –
-8,604
112
– –
-5,915
113
– –
-7,500
114
– –
-2,876
115
– –
-20,500
1 2 3 4
5