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
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.76M
3
+$529K
4
VB icon
Vanguard Small-Cap ETF
VB
+$403K
5
VLO icon
Valero Energy
VLO
+$383K

Top Sells

1
+$5.27M
2
+$1.05M
3
+$906K
4
AGIO icon
Agios Pharmaceuticals
AGIO
+$738K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$558K

Sector Composition

1 Technology 5.27%
2 Financials 2.24%
3 Consumer Discretionary 1.6%
4 Industrials 1.43%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.03%
5,751
+2
102
$383K 0.03%
4,421
+550
103
$383K 0.03%
+4,471
104
$372K 0.03%
1,830
+4
105
$370K 0.03%
2,779
+6
106
$360K 0.03%
5,531
+1,175
107
$350K 0.03%
24,406
108
$333K 0.03%
9,070
+520
109
$314K 0.03%
1,286
+145
110
$312K 0.03%
8,500
111
$308K 0.03%
2,493
+49
112
$304K 0.03%
18,978
+3,620
113
$298K 0.03%
4,157
-261
114
$286K 0.03%
4,647
+24
115
$282K 0.03%
5,618
-40
116
$278K 0.02%
3,945
+54
117
$277K 0.02%
1,689
-32
118
$273K 0.02%
2,725
119
$273K 0.02%
2,705
-34
120
$270K 0.02%
5,264
+24
121
$267K 0.02%
437
-39
122
$265K 0.02%
1,343
+7
123
$264K 0.02%
5,820
+1,376
124
$263K 0.02%
1,527
125
$258K 0.02%
4,934
+584
3 4
5
6 7