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
$1.08B
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$694K
3
+$353K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$287K
5
DOV icon
Dover
DOV
+$256K

Top Sells

1
+$9.07M
2
+$7.16M
3
+$2.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.43M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.02%
5,240
-144
127
$242K 0.02%
+476
128
$240K 0.02%
15,358
-822
129
$236K 0.02%
+1,336
130
$235K 0.02%
+2,232
131
$228K 0.02%
1,756
-1,264
132
$222K 0.02%
2,644
-165
133
$218K 0.02%
+6,093
134
$217K 0.02%
4,350
-27
135
$212K 0.02%
4,444
+31
136
$212K 0.02%
+3,500
137
$210K 0.02%
+2,116
138
$206K 0.02%
+1,742
139
$201K 0.02%
1,898
-352
140
$200K 0.02%
+5,004
141
$80K 0.01%
16,000
142
$72K 0.01%
12,237
143
$38K ﹤0.01%
10,000
144
– –
-3,556
2 3 4 5
6