BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+0.48%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$857M
AUM Growth
+$36.2M
(+4.4%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
83.73%
Holding
119
New
10
Increased
36
Reduced
41
Closed
4
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$26.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$14.2M |
| 3 |
Accenture
ACN
|
+$1.38M |
| 4 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
+$1.36M |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$536K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$4.13M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$3.7M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.65M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.17M |
| 5 |
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% |
