BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
This Quarter Return
+5.96%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$1.12B
(+6.1%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
81.6%
Holding
149
New
7
Increased
65
Reduced
42
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.73M |
| 3 |
DexCom
DXCM
|
$2.68M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$745K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$646K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.47M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.12M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$2.84M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.6M |
| 5 |
United Parcel Service
UPS
|
$750K |
Sector Composition
| 1 | Technology | 5.22% |
| 2 | Financials | 2.34% |
| 3 | Consumer Discretionary | 1.66% |
| 4 | Industrials | 1.51% |
| 5 | Consumer Staples | 1.38% |
