BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+12.97%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$97.5M
(+9.9%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
81.07%
Holding
144
New
12
Increased
35
Reduced
74
Closed
1
Top Buys
| 1 |
Agios Pharmaceuticals
AGIO
|
+$738K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$694K |
| 3 |
Vanguard Value ETF
VTV
|
+$353K |
| 4 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$287K |
| 5 |
Dover
DOV
|
+$256K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.07M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$7.16M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$2.49M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.43M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.2M |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Financials | 2.22% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Industrials | 1.48% |
| 5 | Consumer Staples | 1.32% |
