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
501
$187K 0.01%
+15,476
502
$185K 0.01%
+11,544
503
$183K 0.01%
+23,730
504
$183K 0.01%
+13,868
505
$181K 0.01%
+45,312
506
$180K 0.01%
+12,980
507
$180K 0.01%
+18,446
508
$172K 0.01%
+10,600
509
$166K 0.01%
+48,330
510
$160K 0.01%
+16,600
511
$159K 0.01%
+3,538
512
$156K 0.01%
+12,950
513
$152K 0.01%
+11,272
514
$151K 0.01%
+13,246
515
$148K 0.01%
+3,967
516
$144K 0.01%
+10,300
517
$143K 0.01%
+3,437
518
$138K 0.01%
+10,200
519
$134K 0.01%
+30,392
520
$129K 0.01%
+2,145
521
$114K 0.01%
+105
522
$113K 0.01%
+22,800
523
$102K ﹤0.01%
+12,700
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