BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
This Quarter Return
-13.73%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$981M
AUM Growth
+$981M
(-13%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
81.17%
Holding
151
New
5
Increased
47
Reduced
60
Closed
19
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$19M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.6M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$10.4M |
| 4 |
Microsoft
MSFT
|
$2.28M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$862K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.27M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.57M |
| 3 |
Procter & Gamble
PG
|
$3.23M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$2.61M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$2.45M |
Sector Composition
| 1 | Technology | 5.08% |
| 2 | Financials | 2.33% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Industrials | 1.42% |
| 5 | Consumer Staples | 1.35% |
