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
276
$745K 0.04%
+19,000
277
$745K 0.04%
+17,876
278
$739K 0.04%
+14,830
279
$737K 0.04%
+14,830
280
$736K 0.04%
+103,040
281
$735K 0.04%
+16,950
282
$727K 0.04%
+10,150
283
$717K 0.03%
+9,065
284
$716K 0.03%
+10,725
285
$711K 0.03%
+14,650
286
$704K 0.03%
+6,125
287
$697K 0.03%
+14,622
288
$696K 0.03%
+40,654
289
$675K 0.03%
+11,164
290
$673K 0.03%
+19,000
291
$673K 0.03%
+7,950
292
$670K 0.03%
+17,850
293
$655K 0.03%
+21,422
294
$647K 0.03%
+6,241
295
$642K 0.03%
+12,400
296
$637K 0.03%
+11,090
297
$632K 0.03%
+15,335
298
$627K 0.03%
+6,076
299
$621K 0.03%
+32,192
300
$616K 0.03%
+7,406
10 11
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