BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM $1.42B
1-Year Return
27.88%
This Quarter Return
+3.22%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$42.4M
(+3.9%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
81.23%
Holding
153
New
10
Increased
73
Reduced
47
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.59M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.76M |
| 3 |
Microsoft
MSFT
|
+$529K |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$403K |
| 5 |
Valero Energy
VLO
|
+$383K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.27M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$1.05M |
| 3 |
Meta Platforms (Facebook)
META
|
+$906K |
| 4 |
Agios Pharmaceuticals
AGIO
|
+$738K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$558K |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Financials | 2.24% |
| 3 | Consumer Discretionary | 1.6% |
| 4 | Industrials | 1.43% |
| 5 | Consumer Staples | 1.37% |
