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
$1.33B
AUM Growth
+$84.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.22M
3
+$1.2M
4
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$1.02M
5
GLD icon
SPDR Gold Trust
GLD
+$887K

Top Sells

1
+$7.58M
2
+$4.66M
3
+$4.26M
4
DLHC icon
DLH Holdings
DLHC
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.55M

Sector Composition

1 Technology 6.38%
2 Consumer Discretionary 2.59%
3 Financials 1.67%
4 Industrials 1.45%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.02%
1,661
-102
152
$214K 0.02%
+940
153
$210K 0.02%
6,775
-1,203
154
$208K 0.02%
+1,771
155
$207K 0.02%
+3,502
156
$204K 0.02%
+4,622
157
$201K 0.02%
2,327
158
$182K 0.01%
22,310
-69,645
159
$170K 0.01%
25,603
160
$169K 0.01%
11,000
161
$142K 0.01%
34,516
-137,686
162
$34K ﹤0.01%
+15,000
163
– –
-4,686
164
– –
-926
165
– –
-5,314
166
– –
-5,617
167
– –
-4,418
168
– –
-5,100
3 4 5 6
7