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
476
$486K 0.01%
13,328
+885
477
$475K 0.01%
19,592
+440
478
$468K 0.01%
+27,601
479
$463K 0.01%
10,667
480
$462K 0.01%
+5,084
481
$458K 0.01%
6,546
482
$458K 0.01%
26,074
+6,824
483
$457K 0.01%
8,855
-880
484
$451K 0.01%
2,990
-250
485
$449K 0.01%
7,215
-66
486
$446K 0.01%
25,421
+13,300
487
$443K 0.01%
8,760
+1,157
488
$443K 0.01%
27,678
-176
489
$442K 0.01%
3,800
490
$442K 0.01%
15,675
491
$440K 0.01%
2,307
-35
492
$439K 0.01%
6,875
-1,583
493
$430K 0.01%
31,560
-29,620
494
$422K 0.01%
2,976
495
$421K 0.01%
13,260
-100
496
$420K 0.01%
7,708
-620
497
$415K 0.01%
5,050
498
$406K 0.01%
2,924
499
$400K 0.01%
+85,250
500
$397K 0.01%
732
-79
18 19
20
21 22