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
$1.26B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.56M
3
+$1.4M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$698K
5
PTGX icon
Protagonist Therapeutics
PTGX
+$517K

Top Sells

1
+$37.7M
2
+$33.1M
3
+$21.7M
4
AAPL icon
Apple
AAPL
+$18.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.1M

Sector Composition

1 Technology 1.84%
2 Consumer Discretionary 1.05%
3 Industrials 1.03%
4 Healthcare 0.78%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
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