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
501
$243K 0.01%
10,491
-3,455
502
$243K 0.01%
+7,750
503
$242K 0.01%
+18,412
504
$238K 0.01%
4,369
505
$237K 0.01%
31
-14
506
$237K 0.01%
7,900
-800
507
$235K 0.01%
10,600
508
$234K 0.01%
3,422
-18,777
509
$233K 0.01%
4,473
-242
510
$232K 0.01%
+13,401
511
$231K 0.01%
18,365
-13,450
512
$226K 0.01%
10,100
513
$226K 0.01%
+4,202
514
$223K 0.01%
2,680
-1,752
515
$221K 0.01%
13,950
516
$217K 0.01%
+4,600
517
$216K 0.01%
+4,212
518
$215K 0.01%
3,725
-592
519
$215K 0.01%
+5,237
520
$214K 0.01%
6,150
521
$214K 0.01%
12,743
+1,531
522
$213K 0.01%
+4,300
523
$213K 0.01%
42,200
+7,500
524
$210K 0.01%
2,600
-300
525
$208K 0.01%
+4,099
19 20
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