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
$1.12B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.73M
3
+$2.68M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$745K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$646K

Top Sells

1
+$7.47M
2
+$3.12M
3
+$2.84M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
UPS icon
United Parcel Service
UPS
+$750K

Sector Composition

1 Technology 5.22%
2 Financials 2.34%
3 Consumer Discretionary 1.66%
4 Industrials 1.51%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.03%
2,191
+4
102
$361K 0.03%
7,524
103
$357K 0.03%
26,006
104
$351K 0.03%
2,305
-17
105
$347K 0.03%
3,929
-5
106
$333K 0.03%
1,836
107
$324K 0.03%
3,074
+2
108
$323K 0.03%
4,822
+401
109
$321K 0.03%
8,500
110
$321K 0.03%
2,822
+25
111
$319K 0.03%
1,200
+11
112
$311K 0.03%
7,578
+435
113
$309K 0.03%
5,182
114
$308K 0.03%
1,346
+153
115
$307K 0.03%
3,525
+280
116
$288K 0.03%
4,254
117
$279K 0.02%
6,050
+26
118
$278K 0.02%
15,500
119
$268K 0.02%
4,623
120
$266K 0.02%
3,404
-576
121
$264K 0.02%
2,476
122
$263K 0.02%
1,526
123
$260K 0.02%
6,204
+20
124
$256K 0.02%
3,550
-450
125
$252K 0.02%
686
2 3 4
5
6