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
$857M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$14.2M
3
+$1.38M
4
FIT
Fitbit, Inc. Class A common stock
FIT
+$1.36M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$536K

Top Sells

1
+$4.13M
2
+$3.7M
3
+$1.65M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$750K

Sector Composition

1 Technology 3.04%
2 Financials 2.09%
3 Consumer Staples 1.98%
4 Industrials 1.76%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.03%
6,770
102
$244K 0.03%
7,055
-588
103
$244K 0.03%
10,683
-435
104
$243K 0.03%
4,250
105
$242K 0.03%
+8,500
106
$242K 0.03%
5,682
107
$240K 0.03%
15,068
108
$238K 0.03%
2,700
-1,453
109
$228K 0.03%
1,817
-120
110
$226K 0.03%
+3,064
111
$222K 0.03%
7,517
-4,874
112
$202K 0.02%
+3,185
113
$119K 0.01%
10,354
-47
114
$73K 0.01%
35,219
115
$10K ﹤0.01%
1,000
116
– –
-1,413
117
– –
-6,500
118
– –
-11,250
119
– –
-2,847
1 2 3 4
5