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
401
$358K 0.02%
10,236
+254
402
$358K 0.02%
2,641
403
$357K 0.02%
+16,933
404
$355K 0.02%
+2,386
405
$351K 0.02%
9,943
-1,010
406
$348K 0.02%
3,364
407
$345K 0.02%
20,749
+438
408
$345K 0.02%
3,965
-338
409
$345K 0.02%
3,575
-200
410
$343K 0.02%
1,231
+141
411
$341K 0.02%
93,184
+11,261
412
$340K 0.02%
11,737
-3,372
413
$339K 0.02%
8,993
+187
414
$337K 0.02%
48,330
415
$336K 0.02%
3,188
+60
416
$336K 0.02%
+10,921
417
$334K 0.02%
3,216
-9,049
418
$332K 0.02%
12,567
-3,010
419
$330K 0.02%
1,948
420
$330K 0.02%
14,690
+1,762
421
$328K 0.02%
5,800
-7,097
422
$327K 0.02%
8,920
423
$323K 0.02%
18,700
-1,000
424
$320K 0.02%
6,735
425
$319K 0.02%
+11,788
15 16
17
18 19