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
$1.32B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.53M
3
+$1.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$905K
5
GLD icon
SPDR Gold Trust
GLD
+$583K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$2.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Sector Composition

1 Technology 2%
2 Industrials 1.05%
3 Consumer Discretionary 0.97%
4 Healthcare 0.77%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.02%
1,820
-471
127
$250K 0.02%
11,364
128
$242K 0.02%
+6,242
129
$242K 0.02%
903
+14
130
$236K 0.02%
4,530
+790
131
$236K 0.02%
2,733
+406
132
$233K 0.02%
4,124
133
$231K 0.02%
3,217
134
$228K 0.02%
+1,028
135
$214K 0.02%
655
-174
136
$211K 0.02%
+932
137
$208K 0.02%
22,974
+259
138
$206K 0.02%
+1,330
139
$166K 0.01%
2,530
+106
140
– –
-8,516
141
– –
-4,267
142
– –
-2,506
143
– –
-226
144
– –
-1,689
2 3 4 5
6