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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$957K 0.02%
29,875
+2,045
377
$951K 0.02%
+63,255
378
$951K 0.02%
+66,536
379
$948K 0.02%
45,016
-901
380
$938K 0.02%
12,953
+4,691
381
$912K 0.02%
19,115
+875
382
$894K 0.02%
17,088
+821
383
$889K 0.02%
17,253
-3,397
384
$887K 0.02%
31,743
385
$887K 0.02%
21,176
+3,490
386
$881K 0.02%
553
-109
387
$876K 0.02%
63,973
+1,553
388
$874K 0.02%
16,294
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389
$871K 0.02%
46,282
-881
390
$870K 0.02%
17,500
391
$868K 0.02%
34,172
-196
392
$859K 0.02%
9,958
-155
393
$848K 0.02%
8,140
-2,200
394
$847K 0.02%
8,377
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395
$846K 0.02%
21,892
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396
$839K 0.02%
21,810
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397
$839K 0.02%
33,042
-220
398
$838K 0.02%
6,204
399
$837K 0.02%
18,565
-148
400
$837K 0.02%
11,089
+611
14 15
16
17 18