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
526
$313K 0.01%
1,410
527
$303K 0.01%
3,625
528
$302K 0.01%
2,150
529
$289K 0.01%
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530
$288K 0.01%
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531
$284K 0.01%
5,815
532
$282K 0.01%
3,415
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533
$280K 0.01%
2,270
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534
$278K 0.01%
4,051
535
$278K 0.01%
+5,686
536
$277K 0.01%
71,973
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537
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-30
538
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539
$271K 0.01%
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540
$270K 0.01%
15,400
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541
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542
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5,481
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543
$260K 0.01%
2,152
544
$259K 0.01%
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545
$257K 0.01%
4,400
546
$249K 0.01%
4,098
547
$248K 0.01%
2,115
548
$247K 0.01%
+1,950
549
$244K 0.01%
+5,200
550
$244K 0.01%
2,364
20 21
22
23 24