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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.03%
17,025
-57
102
$391K 0.03%
1,325
+188
103
$385K 0.03%
3,640
-1,755
104
$380K 0.03%
3,003
+221
105
$378K 0.03%
2,796
-96
106
$372K 0.03%
6,333
-142
107
$372K 0.03%
8,180
-60
108
$371K 0.03%
1,255
+68
109
$364K 0.03%
2,442
-271
110
$360K 0.03%
2,544
-11
111
$346K 0.03%
2,430
112
$332K 0.03%
5,528
-256
113
$330K 0.03%
5,314
+75
114
$324K 0.03%
4,686
-9
115
$323K 0.03%
+1,034
116
$319K 0.03%
3,554
-16
117
$308K 0.02%
5,543
118
$303K 0.02%
3,921
-16
119
$299K 0.02%
688
-51
120
$297K 0.02%
821
-6
121
$295K 0.02%
3,103
-9
122
$295K 0.02%
1,885
+33
123
$295K 0.02%
1,745
-46
124
$291K 0.02%
17,117
125
$286K 0.02%
3,197
+697
3 4
5
6 7