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
76
$14.6M 0.37%
55,356
-3,494
77
$14.5M 0.37%
168,350
-3,349
78
$13.9M 0.36%
793,956
+3,885
79
$13.6M 0.35%
289,539
+12,938
80
$13.5M 0.35%
222,250
+1,300
81
$13.2M 0.34%
+290,779
82
$13.1M 0.34%
210,256
-9,194
83
$12.9M 0.33%
438,675
-76,061
84
$12.8M 0.33%
75,069
-155,846
85
$12.7M 0.32%
118,075
+115,410
86
$12.6M 0.32%
115,822
+12,798
87
$12.5M 0.32%
109,821
-11,529
88
$12.5M 0.32%
97,477
+6,113
89
$12.4M 0.32%
177,603
-4,141
90
$11.6M 0.3%
214,161
+19,713
91
$11.5M 0.29%
85,218
-73,687
92
$10.8M 0.28%
51,936
-40,506
93
$10.5M 0.27%
83,149
+45,687
94
$10.3M 0.26%
138,227
-319,613
95
$10.3M 0.26%
306,369
+2,250
96
$9.77M 0.25%
144,714
-454,274
97
$9.27M 0.24%
211,441
-44,552
98
$9.17M 0.23%
334,910
-11,141
99
$9.09M 0.23%
138,837
-84,787
100
$8.99M 0.23%
69,942
-2,013
2 3
4
5 6