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
$1.06B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$610K
3
+$581K
4
HYB
New America High Income Fund, Inc.
HYB
+$527K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$279K

Top Sells

1
+$11.4M
2
+$3.87M
3
+$3.52M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.88M

Sector Composition

1 Technology 4.89%
2 Financials 2.44%
3 Consumer Discretionary 1.52%
4 Industrials 1.51%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-20,000
152
– –
-3,438
153
– –
-10,288
154
– –
-32,515
155
– –
-1,333
3 4 5 6
7