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
51
$13M 0.62%
173,589
-22,758
52
$12.9M 0.61%
192,818
+3,101
53
$12.7M 0.61%
267,951
+2,157
54
$12.5M 0.6%
449,278
-11,844
55
$12.5M 0.6%
477,984
-150,114
56
$12.4M 0.59%
164,200
-1,000
57
$12.2M 0.58%
239,639
+5,489
58
$11.9M 0.57%
324,565
+325
59
$11.9M 0.57%
315,064
+233,609
60
$11.9M 0.57%
+169,800
61
$11.7M 0.56%
179,904
-66,948
62
$11.5M 0.55%
432,242
+410,219
63
$11.3M 0.54%
302,932
-4,641
64
$11.2M 0.53%
629,596
+3,374
65
$10.7M 0.51%
116,215
+567
66
$10.4M 0.5%
58,047
-16,283
67
$10.4M 0.5%
423,032
-4,850
68
$10.3M 0.49%
354,369
-16,533
69
$10.2M 0.49%
382,616
+1,635
70
$9.9M 0.47%
228,650
71
$9.82M 0.47%
467,168
-5,225
72
$9.73M 0.46%
254,370
-5,293
73
$9.73M 0.46%
138,360
+3,030
74
$9.53M 0.46%
205,900
75
$9.23M 0.44%
+280,400
1 2
3
4 5