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
451
$294K 0.01%
4,271
452
$293K 0.01%
+6,420
453
$292K 0.01%
22,587
-967
454
$291K 0.01%
15,320
455
$291K 0.01%
2,339
+458
456
$290K 0.01%
17,157
+1,948
457
$286K 0.01%
+3,673
458
$285K 0.01%
+336
459
$285K 0.01%
3,790
+350
460
$285K 0.01%
10,194
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461
$283K 0.01%
8,800
462
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463
$282K 0.01%
16,189
+1,946
464
$281K 0.01%
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465
$279K 0.01%
3,313
-750
466
$278K 0.01%
14,054
467
$278K 0.01%
53,183
+27,859
468
$277K 0.01%
18,800
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469
$276K 0.01%
45,312
470
$275K 0.01%
3,785
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471
$274K 0.01%
17,219
472
$273K 0.01%
8,344
473
$273K 0.01%
5,473
-31,950
474
$272K 0.01%
2,523
475
$272K 0.01%
5,800
17 18
19
20 21