BOS

Bingham Osborn & Scarborough Portfolio holdings

AUM $1.42B
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$54M
2
+$21.1M
3
+$11M
4
GLD icon
SPDR Gold Trust
GLD
+$6M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.31M

Top Sells

1
+$46.2M
2
+$6.12M
3
+$2.18M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.08M

Sector Composition

1 Technology 5.56%
2 Financials 2.03%
3 Consumer Discretionary 1.79%
4 Consumer Staples 1.42%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
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