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
101
$8.88M 0.23%
225,576
-263,812
102
$8.85M 0.23%
121,018
+10,436
103
$8.64M 0.22%
78,740
-12,169
104
$8.6M 0.22%
290,037
-442,800
105
$8.05M 0.21%
152,972
+20,640
106
$8.03M 0.21%
187,220
-52,740
107
$7.97M 0.2%
156,736
+5,867
108
$7.74M 0.2%
269,082
+3,231
109
$7.59M 0.19%
146,934
-414,411
110
$7.48M 0.19%
68,504
-411,101
111
$7.47M 0.19%
604,604
+31,567
112
$7.44M 0.19%
67,520
-50,497
113
$7.43M 0.19%
21,298
-25,879
114
$7.36M 0.19%
123,452
+4,035
115
$7.13M 0.18%
35,752
-69,765
116
$7.08M 0.18%
231,394
-46,672
117
$7.02M 0.18%
92,742
118
$7M 0.18%
139,021
+36,366
119
$6.92M 0.18%
208,252
+9,392
120
$6.91M 0.18%
131,896
-345,663
121
$6.84M 0.18%
255,821
-370,455
122
$6.82M 0.17%
366,847
+6,647
123
$6.73M 0.17%
132,153
+26,404
124
$6.71M 0.17%
324,951
-34,813
125
$6.69M 0.17%
537,272
-32,732
3 4
5
6 7