BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Return
27.88%
This Quarter Return
+8.84%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.23B
AUM Growth
+$101M
(+9%)
Cap. Flow
+$3.84M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
79.84%
Holding
167
New
14
Increased
80
Reduced
49
Closed
1
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.81M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.59M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.68M |
| 4 |
Banner Corp
BANR
|
$705K |
| 5 |
Heritage Commerce
HTBK
|
$682K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.1M |
| 2 |
Amphenol
APH
|
$2.33M |
| 3 |
Procter & Gamble
PG
|
$2.32M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.46M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.11M |
Sector Composition
| 1 | Technology | 5.62% |
| 2 | Financials | 2.53% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Industrials | 1.38% |
| 5 | Consumer Staples | 1.27% |
