BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM $1.42B
1-Year Return
27.88%
This Quarter Return
+13.94%
1 Year Return
+27.88%
3 Year Return
+51.71%
5 Year Return
+102.3%
10 Year Return
–
AUM
$1.26B
AUM Growth
-$69.4M
(-5.2%)
Cap. Flow
-$239M
Cap. Flow
% of AUM
-19.03%
Top 10 Holdings %
Top 10 Hldgs %
84.2%
Holding
173
New
11
Increased
20
Reduced
92
Closed
41
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$13.1M |
| 2 |
Centene
CNC
|
+$2.56M |
| 3 |
iShares Gold Trust
IAU
|
+$1.4M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$698K |
| 5 |
Protagonist Therapeutics
PTGX
|
+$517K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$37.7M |
| 2 |
Amphenol
APH
|
+$33.1M |
| 3 |
Amazon
AMZN
|
+$21.7M |
| 4 |
Apple
AAPL
|
+$18.8M |
| 5 |
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% |
