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
301
$743K 0.04%
14,910
+508
302
$735K 0.04%
2,670
-7,995
303
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21,300
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304
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305
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306
$670K 0.03%
6,750
-36,403
307
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27,659
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308
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34,728
+23,184
309
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7,108
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310
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311
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312
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313
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314
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315
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7,054
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317
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34,450
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318
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15,739
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319
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10,010
320
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55,406
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321
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10,525
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322
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6,066
-158
323
$602K 0.03%
5,806
-152
324
$589K 0.03%
28,658
+12,782
325
$588K 0.03%
25,731
+329
11 12
13
14 15