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
$1.24B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.67M
3
+$5.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.01M

Top Sells

1
+$12.4M
2
+$2.11M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$889K

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 2.17%
3 Financials 1.73%
4 Industrials 1.64%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.02%
+926
152
$202K 0.02%
+951
153
$202K 0.02%
2,327
-663
154
$192K 0.02%
25,603
-19,060
155
$175K 0.01%
11,000
156
– –
-1,113
157
– –
-6,560
158
– –
-1,444
159
– –
-37,501
160
– –
-13,606
3 4 5 6
7