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
476
$270K 0.01%
+4,075
477
$268K 0.01%
19,965
478
$267K 0.01%
5,000
-36,204
479
$265K 0.01%
+18,408
480
$264K 0.01%
2,167
-316
481
$263K 0.01%
2,900
482
$263K 0.01%
+10,138
483
$261K 0.01%
+27,600
484
$259K 0.01%
+10,500
485
$258K 0.01%
4,950
-152
486
$258K 0.01%
3,435
+414
487
$258K 0.01%
5,931
488
$257K 0.01%
19,336
+367
489
$255K 0.01%
4,200
-10
490
$253K 0.01%
3,596
+50
491
$253K 0.01%
9,020
-1,078
492
$252K 0.01%
+10,550
493
$251K 0.01%
6,000
494
$247K 0.01%
+3,459
495
$247K 0.01%
10,400
496
$246K 0.01%
3,982
+124
497
$246K 0.01%
37,788
+755
498
$245K 0.01%
+7,325
499
$245K 0.01%
21,508
+3,304
500
$245K 0.01%
8,600
-9,995
18 19
20
21 22