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
$1.07B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$847K
3
+$779K
4
AAPL icon
Apple
AAPL
+$728K
5
GLD icon
SPDR Gold Trust
GLD
+$563K

Top Sells

1
+$18.9M
2
+$7.5M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.08M

Sector Composition

1 Technology 3.48%
2 Financials 1.98%
3 Industrials 1.53%
4 Consumer Staples 1.4%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 28.57%
1,215,154
-75,117
2
$223M 20.86%
5,135,380
-172,716
3
$107M 9.98%
421,626
+35,970
4
$71.5M 6.7%
511,472
-7,740
5
$67.1M 6.28%
441,741
-18,026
6
$57.2M 5.35%
393,340
-22,220
7
$26.2M 2.45%
314,930
+3,404
8
$20.9M 1.96%
989,264
+296
9
$15.3M 1.43%
223,629
-5,268
10
$12.4M 1.16%
103,051
+55
11
$10.3M 0.96%
112,705
+526
12
$9.96M 0.93%
155,276
-3,832
13
$8.19M 0.77%
155,397
-4,785
14
$8.04M 0.75%
310,722
-13,872
15
$7.84M 0.73%
203,596
+18,904
16
$7.21M 0.67%
59,266
+4,627
17
$6.9M 0.65%
125,075
-821
18
$6.69M 0.63%
139,240
-680
19
$5.62M 0.53%
228,272
20
$5.25M 0.49%
40,572
-1,393
21
$5.14M 0.48%
30,078
+2,079
22
$4.07M 0.38%
93,024
+1,356
23
$4.03M 0.38%
34,010
-3,434
24
$3.56M 0.33%
19,428
+30
25
$3.06M 0.29%
308,347
+333
1
2 3 4 5