BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
-0.26%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$798M
AUM Growth
+$42.3M
(+5.6%)
Cap. Flow
+$47.1M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
82.7%
Holding
126
New
11
Increased
55
Reduced
24
Closed
9
Top Buys
| 1 |
Amphenol
APH
|
+$16.3M |
| 2 |
Procter & Gamble
PG
|
+$10.8M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.11M |
| 4 |
Wells Fargo
WFC
|
+$6.6M |
| 5 |
Charles Schwab
SCHW
|
+$2.88M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.17M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.08M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$1.21M |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$527K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$482K |
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Financials | 2.77% |
| 3 | Consumer Staples | 2.16% |
| 4 | Industrials | 2.15% |
| 5 | Energy | 1.06% |