BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.4M 0.09%
307,311
-180,649
227
$3.37M 0.09%
+86,241
228
$3.37M 0.09%
14,649
-4,626
229
$3.36M 0.09%
90,224
+25,282
230
$3.33M 0.09%
21,985
-796
231
$3.3M 0.08%
63,980
+9,540
232
$3.28M 0.08%
+587,509
233
$3.27M 0.08%
48,914
+704
234
$3.22M 0.08%
29,699
+229
235
$3.19M 0.08%
30,680
-2,632
236
$3.17M 0.08%
199,419
-36,423
237
$3.14M 0.08%
140,557
-62,453
238
$3.09M 0.08%
39,019
-76,233
239
$3.04M 0.08%
327,367
+61,987
240
$3.04M 0.08%
66,385
-1,298
241
$2.93M 0.08%
+310,619
242
$2.92M 0.07%
39,898
-7,827
243
$2.9M 0.07%
55,699
-256,849
244
$2.89M 0.07%
28,436
+9,064
245
$2.86M 0.07%
90,043
-375,362
246
$2.78M 0.07%
20,342
-1,387
247
$2.78M 0.07%
107,400
+6,150
248
$2.78M 0.07%
29,668
-1,358
249
$2.77M 0.07%
+73,366
250
$2.75M 0.07%
52,108
+31,372
8 9
10
11 12