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
$2.08B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$55.7M
3
+$35.9M
4
CVX icon
Chevron
CVX
+$34.1M
5
C icon
Citigroup
C
+$32.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.54%
2 Healthcare 13.86%
3 Technology 10.04%
4 Energy 9.94%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$918K 0.04%
+16,028
252
$918K 0.04%
+18,422
253
$912K 0.04%
+25,233
254
$908K 0.04%
+14,975
255
$902K 0.04%
+10,415
256
$896K 0.04%
+13,660
257
$896K 0.04%
+17,400
258
$884K 0.04%
+4,755
259
$874K 0.04%
+34,900
260
$873K 0.04%
+31,975
261
$857K 0.04%
+13,020
262
$849K 0.04%
+16,575
263
$836K 0.04%
+20,985
264
$830K 0.04%
+25,825
265
$826K 0.04%
+9,953
266
$825K 0.04%
+19,387
267
$817K 0.04%
+16,971
268
$811K 0.04%
+38,963
269
$798K 0.04%
+13,050
270
$790K 0.04%
+52,800
271
$787K 0.04%
+17,825
272
$771K 0.04%
+22,030
273
$757K 0.04%
+22,181
274
$755K 0.04%
+15,051
275
$754K 0.04%
+6,732
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