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
$876M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.42M
3
+$3.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$726K
5
PSTG icon
Pure Storage
PSTG
+$375K

Top Sells

1
+$2.6M
2
+$2.08M
3
+$1.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$835K

Sector Composition

1 Technology 2.89%
2 Consumer Staples 1.97%
3 Financials 1.78%
4 Industrials 1.75%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.03%
1,734
-60
102
$238K 0.03%
5,502
-180
103
$235K 0.03%
2,976
-88
104
$234K 0.03%
6,628
-427
105
$221K 0.03%
15,068
106
$219K 0.03%
2,284
-134
107
$212K 0.02%
3,185
108
$210K 0.02%
1,747
-70
109
$118K 0.01%
10,043
-311
110
$95K 0.01%
+3,803
111
$48K 0.01%
35,219
112
– –
-2,510
113
– –
-4,250
114
– –
-7,517
115
– –
-2,700
116
– –
-12,095
117
– –
-1,000
1 2 3 4
5