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
$1.07B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$847K
3
+$779K
4
AAPL icon
Apple
AAPL
+$728K
5
GLD icon
SPDR Gold Trust
GLD
+$563K

Top Sells

1
+$18.9M
2
+$7.5M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.08M

Sector Composition

1 Technology 3.48%
2 Financials 1.98%
3 Industrials 1.53%
4 Consumer Staples 1.4%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.03%
8,500
102
$286K 0.03%
10,998
+72
103
$284K 0.03%
8,446
+541
104
$281K 0.03%
5,382
105
$277K 0.03%
2,223
-104
106
$275K 0.03%
3,726
+22
107
$261K 0.02%
2,483
-128
108
$237K 0.02%
4,095
109
$230K 0.02%
+4,153
110
$230K 0.02%
2,424
+55
111
$228K 0.02%
1,525
112
$227K 0.02%
5,033
+235
113
$222K 0.02%
+2,123
114
$220K 0.02%
2,429
+18
115
$216K 0.02%
2,563
116
$216K 0.02%
+2,500
117
$205K 0.02%
+2,936
118
$202K 0.02%
4,290
+40
119
$199K 0.02%
10,982
120
$170K 0.02%
24,473
121
$166K 0.02%
10,052
+2
122
$91K 0.01%
3,000
123
– –
-5,762
124
– –
-6,791
125
– –
-6,804
2 3 4
5
6