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
$1.04B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$1.19M
3
+$810K
4
AAPL icon
Apple
AAPL
+$636K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$524K

Top Sells

1
+$41.8M
2
+$2.78M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$944K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$579K

Sector Composition

1 Technology 3.02%
2 Financials 1.94%
3 Industrials 1.53%
4 Consumer Staples 1.42%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.03%
8,500
102
$276K 0.03%
10,926
+243
103
$275K 0.03%
5,382
-120
104
$261K 0.03%
1,320
+31
105
$259K 0.02%
+1,194
106
$250K 0.02%
2,327
+30
107
$247K 0.02%
7,905
+251
108
$246K 0.02%
+6,804
109
$245K 0.02%
2,611
+72
110
$240K 0.02%
3,704
111
$222K 0.02%
+4,095
112
$220K 0.02%
1,525
113
$220K 0.02%
2,369
114
$217K 0.02%
2,563
115
$215K 0.02%
+4,798
116
$203K 0.02%
+2,411
117
$203K 0.02%
4,250
-80
118
$194K 0.02%
10,982
+130
119
$154K 0.01%
10,050
+2
120
$130K 0.01%
24,473
-10,000
121
$83K 0.01%
3,000
-9,000
122
– –
-4,871
123
– –
-2,746
124
– –
-16,498
1 2 3 4
5