BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
This Quarter Return
-19.24%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$1.02B
(-17%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
78.72%
Holding
174
New
8
Increased
70
Reduced
55
Closed
30
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$45.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$15.9M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$9.21M |
| 4 |
SPDR Gold Trust
GLD
|
$5.96M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.11M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$38.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.17M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.96M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$1.8M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$910K |
Sector Composition
| 1 | Technology | 5.56% |
| 2 | Financials | 2.03% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Consumer Staples | 1.42% |
| 5 | Healthcare | 1.32% |
