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
301
$615K 0.03%
+22,043
302
$611K 0.03%
+10,110
303
$581K 0.03%
+9,855
304
$556K 0.03%
+6,082
305
$547K 0.03%
+15,884
306
$545K 0.03%
+10,397
307
$542K 0.03%
+4,905
308
$538K 0.03%
+8,325
309
$536K 0.03%
+17,423
310
$534K 0.03%
+27,329
311
$531K 0.03%
+32,714
312
$529K 0.03%
+14,193
313
$523K 0.03%
+20,122
314
$523K 0.03%
+29,200
315
$507K 0.02%
+12,350
316
$496K 0.02%
+19,907
317
$492K 0.02%
+28,595
318
$478K 0.02%
+14,089
319
$476K 0.02%
+23,368
320
$474K 0.02%
+6,567
321
$461K 0.02%
+11,414
322
$455K 0.02%
+4,418
323
$452K 0.02%
+5,266
324
$451K 0.02%
+17,868
325
$451K 0.02%
+30,800
11 12
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