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
$949M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.46M
3
+$1.15M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$366K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$216K

Top Sells

1
+$5.77M
2
+$2.23M
3
+$1.99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.64M
5
NSC icon
Norfolk Southern
NSC
+$1.33M

Sector Composition

1 Technology 3.18%
2 Financials 2.04%
3 Industrials 1.74%
4 Consumer Staples 1.71%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.03%
2,032
+285
102
$224K 0.02%
3,704
-2,748
103
$223K 0.02%
2,698
-2,425
104
$217K 0.02%
2,589
+18
105
$216K 0.02%
+2,563
106
$214K 0.02%
2,303
+9
107
$209K 0.02%
2,123
-920
108
$208K 0.02%
1,565
109
$204K 0.02%
4,250
110
$203K 0.02%
+16,908
111
$202K 0.02%
+5,050
112
$166K 0.02%
10,046
+1
113
– –
-2,616
1 2 3 4
5