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
$2.1B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.9M
3
+$11.3M
4
EHC icon
Encompass Health
EHC
+$10.9M
5
ANF icon
Abercrombie & Fitch
ANF
+$9.23M

Top Sells

1
+$12.4M
2
+$10.8M
3
+$9.91M
4
STX icon
Seagate
STX
+$9.16M
5
PNW icon
Pinnacle West Capital
PNW
+$8.02M

Sector Composition

1 Financials 17.61%
2 Healthcare 13.82%
3 Technology 9.77%
4 Industrials 9.41%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$897K 0.04%
38,251
-1,270
277
$886K 0.04%
16,950
278
$864K 0.04%
10,442
+1,189
279
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20,613
+1,757
280
$826K 0.04%
34,793
-6,637
281
$824K 0.04%
11,620
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282
$822K 0.04%
15,123
-1,390
283
$800K 0.04%
17,850
284
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10,725
285
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286
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9,124
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287
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288
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4,495
289
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10,481
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290
$789K 0.04%
26,876
-6,536
291
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292
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293
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294
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295
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296
$768K 0.04%
8,409
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297
$766K 0.04%
14,309
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298
$763K 0.04%
3,995
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299
$762K 0.04%
6,500
+359
300
$757K 0.04%
+8,145
10 11
12
13 14