BOS
Bingham Osborn & Scarborough Portfolio holdings
AUM
$1.42B
1-Year Est. Return
27.88%
1 Year Est. Return
+27.88%
AUM
$1.42B
AUM Growth
+$98.1M
(+7.5%)
Holding
161
Top Buys
| 1 | +$4.56M | |
| 2 | +$3.86M | |
| 3 | +$679K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$646K |
| 5 |
Costco
COST
|
+$442K |
Top Sells
| 1 | +$4.59M | |
| 2 | +$2.43M | |
| 3 | +$2.39M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.34M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.46M |
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Industrials | 1.15% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Financials | 0.96% |
| 5 | Healthcare | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Nike
NKE
$97B
| $217K | 0.02% |
+1,402
|
|
||
152
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
| $217K | 0.02% |
+1,630
|
|
||
|
HYB
153
DELISTED
New America High Income Fund, Inc.
HYB
| $216K | 0.02% |
23,352
+378
|
|
||
154
Avantis US Small Cap Value ETF
AVUV
$20.2B
| $213K | 0.02% |
+2,808
|
|
||
155
Medtronic
MDT
$126B
| $213K | 0.02% |
+1,719
|
|
||
156
iShares Global Clean Energy ETF
ICLN
$1.86B
| $211K | 0.01% |
+8,982
|
|
||
157
Equifax
EFX
$26.9B
| $207K | 0.01% |
+865
|
|
||
158
Lowe's Companies
LOW
$139B
| $207K | 0.01% |
+1,069
|
|
||
159
American Tower
AMT
$81.6B
| $200K | 0.01% |
+742
|
|
||
160
GE Aerospace
GE
$318B
| $198K | 0.01% |
2,951
+421
|
|
||
161
Dover
DOV
$26.9B
| – | – |
-1,820
|
|