BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+5.07%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$945M
AUM Growth
+$69.3M
(+7.9%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
84.65%
Holding
116
New
5
Increased
36
Reduced
47
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$21M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$9.51M |
| 3 |
Apple
AAPL
|
$1.91M |
| 4 |
United Parcel Service
UPS
|
$1.69M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.37M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.25M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.24M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$1.17M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$769K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$629K |
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Industrials | 1.89% |
| 3 | Consumer Staples | 1.82% |
| 4 | Financials | 1.75% |
| 5 | Consumer Discretionary | 0.86% |
