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
76
$9.18M 0.44%
253,237
+2,200
77
$9.13M 0.44%
+232,140
78
$9.05M 0.43%
66,819
-25,629
79
$9.04M 0.43%
107,646
-1,872
80
$9M 0.43%
498,779
+39,051
81
$8.79M 0.42%
69,421
-7,509
82
$8.41M 0.4%
99,602
-2,720
83
$8.36M 0.4%
+197,162
84
$7.81M 0.37%
179,953
-52,166
85
$7.78M 0.37%
891,628
+10,455
86
$7.71M 0.37%
155,568
+1,157
87
$7.63M 0.36%
198,833
+174,132
88
$7.55M 0.36%
666,228
-650
89
$7.41M 0.35%
88,700
-390
90
$7.38M 0.35%
179,443
-23,054
91
$7.38M 0.35%
231,752
+625
92
$7.22M 0.34%
151,132
+320
93
$7.06M 0.34%
198,652
+1,569
94
$7.03M 0.34%
194,861
+7,550
95
$6.98M 0.33%
131,303
-3,220
96
$6.95M 0.33%
166,679
+1,408
97
$6.9M 0.33%
37,371
-3,270
98
$6.68M 0.32%
93,282
+5,599
99
$6.26M 0.3%
232,949
+208,502
100
$6.25M 0.3%
970,572
-16,792
2 3
4
5 6