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
401
$836K 0.02%
32,961
-300
402
$832K 0.02%
149,345
+7,100
403
$828K 0.02%
32,709
-428
404
$821K 0.02%
20,108
-20,296
405
$802K 0.02%
12,784
406
$800K 0.02%
42,653
+2,733
407
$800K 0.02%
44,907
+3,017
408
$798K 0.02%
13,107
-785
409
$797K 0.02%
9,969
+1,408
410
$790K 0.02%
78,020
+5,265
411
$788K 0.02%
2,876
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412
$787K 0.02%
12,145
-834
413
$783K 0.02%
17,629
-86,807
414
$776K 0.02%
+4,060
415
$775K 0.02%
19,950
+945
416
$773K 0.02%
20,800
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417
$772K 0.02%
11,775
+690
418
$770K 0.02%
60,500
419
$763K 0.02%
+27,655
420
$756K 0.02%
35,785
+504
421
$755K 0.02%
37,150
+870
422
$737K 0.02%
8,803
-1,155
423
$737K 0.02%
37,905
+10,270
424
$735K 0.02%
8,474
-394
425
$734K 0.02%
3,881
-854
15 16
17
18 19