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
$981M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$13.6M
3 +$10.4M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K

Top Sells

1 +$7.27M
2 +$4.57M
3 +$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.61M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.45M

Sector Composition

1 Technology 5.08%
2 Financials 2.33%
3 Consumer Discretionary 1.51%
4 Industrials 1.42%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,060