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
$1.1B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.38M
3
+$987K
4
BAC icon
Bank of America
BAC
+$897K
5
FTS icon
Fortis
FTS
+$675K

Top Sells

1
+$19.2M
2
+$9.43M
3
+$6.29M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.89M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.01M

Sector Composition

1 Technology 4.25%
2 Financials 2.33%
3 Consumer Staples 1.57%
4 Industrials 1.49%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.02%
+10,680
127
$200K 0.02%
+1,574
128
$155K 0.01%
10,054
+2
129
$135K 0.01%
+15,000
130
$70K 0.01%
12,237
-12,236
131
$62K 0.01%
3,000
132
– –
-4,290
133
– –
-8,328
134
– –
-2,563
135
– –
-2,936
2 3 4 5
6