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
$2.08B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$55.7M
3
+$35.9M
4
CVX icon
Chevron
CVX
+$34.1M
5
C icon
Citigroup
C
+$32.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.54%
2 Healthcare 13.86%
3 Technology 10.04%
4 Energy 9.94%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$236K 0.01%
+16,600
452
$235K 0.01%
+23,991
453
$234K 0.01%
+7,395
454
$232K 0.01%
+15,000
455
$232K 0.01%
+12,219
456
$231K 0.01%
+4,546
457
$229K 0.01%
+5,050
458
$228K 0.01%
+4,671
459
$228K 0.01%
+7,763
460
$227K 0.01%
+18,950
461
$226K 0.01%
+2,779
462
$226K 0.01%
+10,356
463
$226K 0.01%
+4,957
464
$226K 0.01%
+3,100
465
$225K 0.01%
+5,800
466
$224K 0.01%
+2,900
467
$222K 0.01%
+15,192
468
$222K 0.01%
+7,721
469
$222K 0.01%
+5,102
470
$222K 0.01%
+25,546
471
$222K 0.01%
+4,288
472
$221K 0.01%
+11,870
473
$221K 0.01%
+7,534
474
$220K 0.01%
+3,546
475
$220K 0.01%
+13,411
17 18
19
20 21