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
426
$318K 0.02%
5,690
427
$318K 0.02%
9,390
+1,913
428
$316K 0.02%
13,712
+274
429
$315K 0.02%
61,066
-1,564
430
$314K 0.02%
23,426
+5,083
431
$314K 0.02%
4,292
+1,407
432
$314K 0.02%
6,010
+2,238
433
$313K 0.01%
+35,315
434
$312K 0.01%
6,900
+850
435
$311K 0.01%
+11,487
436
$311K 0.01%
19,675
437
$311K 0.01%
6,734
+133
438
$310K 0.01%
18,948
+2,156
439
$310K 0.01%
17,251
-4,317
440
$309K 0.01%
6,800
-5,450
441
$308K 0.01%
12,598
442
$308K 0.01%
5,950
443
$304K 0.01%
3,400
444
$303K 0.01%
+59
445
$303K 0.01%
21,933
446
$302K 0.01%
18,464
+6,804
447
$298K 0.01%
7,544
+149
448
$297K 0.01%
5,250
+840
449
$296K 0.01%
10,000
450
$296K 0.01%
3,269
-124
16 17
18
19 20