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
251
$2.64M 0.07%
94,775
-272,337
252
$2.62M 0.07%
30,054
-74,389
253
$2.6M 0.07%
7,695
-304
254
$2.59M 0.07%
29,671
-888
255
$2.58M 0.07%
52,016
-9,786
256
$2.58M 0.07%
17,448
+378
257
$2.53M 0.06%
31,920
258
$2.48M 0.06%
+13,330
259
$2.39M 0.06%
100,910
-109,822
260
$2.38M 0.06%
52,644
-4,348
261
$2.35M 0.06%
45,996
-57,693
262
$2.33M 0.06%
60,121
-1,628
263
$2.31M 0.06%
6,716
+1,810
264
$2.29M 0.06%
32,930
-400
265
$2.24M 0.06%
14,956
+1,145
266
$2.22M 0.06%
28,288
+13,958
267
$2.21M 0.06%
20,665
+7,170
268
$2.19M 0.06%
73,767
-215,808
269
$2.17M 0.06%
+123,749
270
$2.17M 0.06%
+17,345
271
$2.16M 0.06%
372,960
-24,880
272
$2.15M 0.06%
40,808
+5,226
273
$2.14M 0.05%
80,868
-4,852
274
$2.13M 0.05%
+88,084
275
$2.12M 0.05%
41,875
+21,800
9 10
11
12 13