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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$350K 0.02%
6,142
+2,117
502
$348K 0.02%
6,000
503
$346K 0.02%
13,457
-7,609
504
$342K 0.02%
11,773
505
$339K 0.02%
+4,990
506
$336K 0.02%
787
+7
507
$334K 0.02%
1,971
-650
508
$333K 0.02%
62,120
509
$332K 0.02%
2,031
-33
510
$324K 0.02%
4,400
+470
511
$321K 0.02%
3,219
+913
512
$320K 0.02%
+13,045
513
$317K 0.02%
2,986
-70
514
$314K 0.02%
5,929
515
$314K 0.02%
6,200
-100
516
$312K 0.02%
3,720
-133
517
$312K 0.02%
2,246
518
$311K 0.02%
4,140
+55
519
$305K 0.02%
3,625
-43
520
$304K 0.02%
2,270
521
$301K 0.02%
1,506
522
$292K 0.01%
11,560
-500
523
$291K 0.01%
7,200
524
$290K 0.01%
2,018
-100
525
$289K 0.01%
1,330
19 20
21
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