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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.02%
3,116
127
$282K 0.02%
1,824
-34
128
$282K 0.02%
854
+4
129
$276K 0.02%
2,087
+38
130
$273K 0.02%
841
-80
131
$272K 0.02%
7,978
-2,867
132
$267K 0.02%
4,424
-104
133
$262K 0.02%
1,491
-757
134
$260K 0.02%
4,418
-78
135
$254K 0.02%
+258
136
$248K 0.02%
1,956
-73
137
$245K 0.02%
3,340
-965
138
$244K 0.02%
+1,677
139
$242K 0.02%
+1,215
140
$242K 0.02%
+1,384
141
$235K 0.02%
2,435
-297
142
$224K 0.02%
+15,082
143
$222K 0.02%
2,675
+2
144
$221K 0.02%
1,763
+6
145
$221K 0.02%
+2,220
146
$220K 0.02%
+5,100
147
$216K 0.02%
+2,203
148
$210K 0.02%
+1,168
149
$209K 0.02%
+21,960
150
$207K 0.02%
+5,617
3 4 5
6
7