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
$1.01B
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.38M
3
+$1.09M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$579K
5
GLD icon
SPDR Gold Trust
GLD
+$509K

Top Sells

1
+$3.56M
2
+$1.76M
3
+$1.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$960K

Sector Composition

1 Technology 2.92%
2 Financials 1.95%
3 Industrials 1.58%
4 Consumer Staples 1.49%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.03%
10,683
-414
102
$240K 0.02%
3,704
103
$231K 0.02%
+1,068
104
$228K 0.02%
+1,289
105
$226K 0.02%
+2,539
106
$224K 0.02%
+2,192
107
$217K 0.02%
2,563
108
$214K 0.02%
2,746
+157
109
$213K 0.02%
2,297
-6
110
$213K 0.02%
1,525
-40
111
$213K 0.02%
+2,369
112
$206K 0.02%
16,498
-15,000
113
$204K 0.02%
34,473
-10,081
114
$202K 0.02%
4,330
+80
115
$198K 0.02%
10,852
-5,000
116
$165K 0.02%
10,048
+2
117
– –
-2,123
118
– –
-5,050
119
– –
-2,698
1 2 3 4
5