BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+4.76%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$25M
(+2.4%)
Cap. Flow
-$23.8M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
84.75%
Holding
128
New
7
Increased
50
Reduced
41
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.1M |
| 2 |
DuPont de Nemours
DD
|
+$847K |
| 3 |
MULE
MuleSoft, Inc.
MULE
|
+$779K |
| 4 |
Apple
AAPL
|
+$728K |
| 5 |
SPDR Gold Trust
GLD
|
+$563K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$18.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$3.23M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$2.74M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.08M |
Sector Composition
| 1 | Technology | 3.48% |
| 2 | Financials | 1.98% |
| 3 | Industrials | 1.53% |
| 4 | Consumer Staples | 1.4% |
| 5 | Consumer Discretionary | 0.94% |