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
$1.12B
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$3.58M
3
+$3.06M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$734K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$333K

Top Sells

1
+$15.3M
2
+$1.92M
3
+$1.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Sector Composition

1 Technology 5.55%
2 Financials 2.25%
3 Consumer Staples 1.55%
4 Industrials 1.5%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$197K 0.02%
4,412
-522
152
$126K 0.01%
+11,376
153
$45K ﹤0.01%
16,000
154
– –
-5,972
155
– –
-10,176
156
– –
-1,146
3 4 5 6
7