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
$1.32B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.53M
3
+$1.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$905K
5
GLD icon
SPDR Gold Trust
GLD
+$583K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Sector Composition

1 Technology 2%
2 Industrials 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.77%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$392K 0.03%
2,370
102
$382K 0.03%
1,912
-29
103
$381K 0.03%
1,702
-51
104
$379K 0.03%
16,717
105
$370K 0.03%
+3,924
106
$362K 0.03%
1,561
+117
107
$362K 0.03%
3,300
108
$361K 0.03%
2,555
+39
109
$350K 0.03%
2,476
+209
110
$348K 0.03%
+3,320
111
$330K 0.03%
1,518
+40
112
$325K 0.02%
+17,302
113
$323K 0.02%
3,628
+52
114
$321K 0.02%
24,040
+6,680
115
$318K 0.02%
5,698
-10
116
$314K 0.02%
2,762
117
$295K 0.02%
8,151
+329
118
$290K 0.02%
2,086
+163
119
$283K 0.02%
7,252
-2,353
120
$280K 0.02%
2,134
+1
121
$273K 0.02%
1,277
+65
122
$271K 0.02%
+3,500
123
$267K 0.02%
965
+16
124
$266K 0.02%
+3,410
125
$256K 0.02%
1,195
+71
2 3 4
5
6