BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+2.36%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$1.09M
(+0.1%)
Cap. Flow
-$22.6M
Cap. Flow
% of AUM
-2.13%
Top 10 Holdings %
Top 10 Hldgs %
81.76%
Holding
155
New
6
Increased
56
Reduced
58
Closed
13
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$610K |
| 3 |
HEICO Class A
HEI.A
|
+$581K |
| 4 |
HYB
New America High Income Fund, Inc.
HYB
|
+$527K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$279K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.4M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$3.87M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$3.52M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$2.6M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.88M |
Sector Composition
| 1 | Technology | 4.89% |
| 2 | Financials | 2.44% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Industrials | 1.51% |
| 5 | Consumer Staples | 1.38% |
