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
376
$404K 0.02%
14,810
-58,313
377
$402K 0.02%
+3,800
378
$399K 0.02%
26,108
-1,388
379
$397K 0.02%
6,275
380
$394K 0.02%
19,522
+376
381
$393K 0.02%
10,004
-270
382
$392K 0.02%
+6,825
383
$392K 0.02%
37,404
+4,491
384
$390K 0.02%
16,183
+250
385
$386K 0.02%
7,370
386
$384K 0.02%
2,725
+625
387
$384K 0.02%
+17,960
388
$380K 0.02%
13,250
389
$375K 0.02%
13,890
-15,360
390
$373K 0.02%
14,358
+278
391
$373K 0.02%
20,769
+2,495
392
$368K 0.02%
3,361
+590
393
$366K 0.02%
10,694
+174
394
$365K 0.02%
8,363
+1,197
395
$365K 0.02%
6,550
396
$365K 0.02%
14,688
-990
397
$365K 0.02%
18,932
+337
398
$362K 0.02%
13,005
-4,878
399
$360K 0.02%
10,076
+2,542
400
$360K 0.02%
10,120
14 15
16
17 18