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
$1.06B
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$2.08M
3
+$1.09M
4
JPM icon
JPMorgan Chase
JPM
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$942K

Top Sells

1
+$19.7M
2
+$6.02M
3
+$5.76M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M

Sector Composition

1 Technology 4.84%
2 Financials 2.51%
3 Industrials 1.48%
4 Consumer Staples 1.38%
5 Consumer Discretionary 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$234K 0.02%
686
-23
127
$233K 0.02%
5,696
128
$229K 0.02%
1,693
129
$228K 0.02%
+4,093
130
$225K 0.02%
2,411
131
$223K 0.02%
+3,438
132
$222K 0.02%
2,695
133
$218K 0.02%
+865
134
$215K 0.02%
+15,789
135
$210K 0.02%
+6,719
136
$209K 0.02%
+3,585
137
$208K 0.02%
6,093
138
$206K 0.02%
+4,437
139
$205K 0.02%
2,248
-225
140
$204K 0.02%
1,563
-11
141
$202K 0.02%
+1,193
142
$193K 0.02%
+1,333
143
$192K 0.02%
10,288
-784
144
$155K 0.01%
+10,281
145
$151K 0.01%
10,056
+2
146
$79K 0.01%
+2,500
147
$62K 0.01%
12,237
148
$52K ﹤0.01%
+20,000
149
$30K ﹤0.01%
10,000
-5,000
150
– –
-18,404
3 4 5
6
7