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
$945M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.51M
3
+$1.91M
4
UPS icon
United Parcel Service
UPS
+$1.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.37M

Top Sells

1
+$3.25M
2
+$1.24M
3
+$1.17M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$769K
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.03%
6,633
+5
102
$249K 0.03%
2,212
-732
103
$238K 0.03%
15,068
104
$220K 0.02%
+4,250
105
$216K 0.02%
+2,616
106
$204K 0.02%
+2,294
107
$202K 0.02%
1,747
108
$202K 0.02%
2,571
-405
109
$201K 0.02%
+1,565
110
$129K 0.01%
10,045
+2
111
– –
-2,284
112
– –
-3,185
113
– –
-3,867
114
– –
-34,408
115
– –
-35,219
116
– –
-3,803
1 2 3 4
5