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
351
$469K 0.02%
49,939
+15,795
352
$467K 0.02%
+28,307
353
$456K 0.02%
9,910
+2,260
354
$456K 0.02%
5,216
-275
355
$456K 0.02%
1,149
+23
356
$451K 0.02%
6,762
-200
357
$450K 0.02%
3,298
-352
358
$449K 0.02%
9,631
+8
359
$448K 0.02%
7,329
+1,686
360
$448K 0.02%
14,184
+1,698
361
$442K 0.02%
925
-100
362
$442K 0.02%
18,177
+2,680
363
$442K 0.02%
+55,478
364
$436K 0.02%
5,259
-325
365
$432K 0.02%
4,300
+1,050
366
$430K 0.02%
10,131
+333
367
$423K 0.02%
3,850
-1,975
368
$422K 0.02%
+15,013
369
$419K 0.02%
+21,155
370
$414K 0.02%
94,909
+22,092
371
$413K 0.02%
5,364
+254
372
$413K 0.02%
17,005
+2,862
373
$410K 0.02%
9,439
+137
374
$408K 0.02%
2,943
+335
375
$405K 0.02%
7,751
+155
13 14
15
16 17