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
551
$247K 0.01%
19,864
552
$246K 0.01%
4,725
553
$240K 0.01%
5,502
-1,298
554
$240K 0.01%
5,010
-2,000
555
$238K 0.01%
15,400
556
$236K 0.01%
6,198
+1
557
$236K 0.01%
+2,188
558
$235K 0.01%
1,500
559
$233K 0.01%
+2,055
560
$232K 0.01%
8,072
-900
561
$232K 0.01%
2,430
562
$231K 0.01%
17,750
563
$222K 0.01%
+1,450
564
$222K 0.01%
+2,815
565
$221K 0.01%
+2,051
566
$220K 0.01%
11,834
567
$219K 0.01%
2,904
568
$217K 0.01%
+2,590
569
$214K 0.01%
2,561
-375
570
$210K 0.01%
9,284
-11,621
571
$210K 0.01%
11,721
-140
572
$209K 0.01%
18,475
573
$208K 0.01%
+1,305
574
$206K 0.01%
+4,083
575
$206K 0.01%
+2,749
21 22
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