BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+0.96%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$876M
AUM Growth
+$18.8M
(+2.2%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
83.95%
Holding
117
New
2
Increased
41
Reduced
48
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.42M |
| 3 |
ADMS
Adamas Pharmaceuticals, Inc.
ADMS
|
$3.1M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$726K |
| 5 |
Pure Storage
PSTG
|
$375K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$2.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.08M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.69M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.17M |
| 5 |
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% |
