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
126
$4.09M 0.2%
85,154
+6,468
127
$4.08M 0.19%
79,006
+265
128
$4.04M 0.19%
48,038
+2,294
129
$4.04M 0.19%
+81,515
130
$3.87M 0.18%
64,183
+21
131
$3.86M 0.18%
93,712
132
$3.67M 0.18%
52,263
-460
133
$3.62M 0.17%
422,385
+8,475
134
$3.62M 0.17%
51,240
-8
135
$3.6M 0.17%
78,621
-861
136
$3.59M 0.17%
27,885
+18,963
137
$3.57M 0.17%
18,388
-88
138
$3.53M 0.17%
108,320
+1,100
139
$3.51M 0.17%
68,693
-6,125
140
$3.42M 0.16%
74,383
+22,071
141
$3.37M 0.16%
+71,625
142
$3.33M 0.16%
93,879
-4,217
143
$3.31M 0.16%
345,603
-4,950
144
$3.3M 0.16%
187,984
+36,424
145
$3.18M 0.15%
38,390
-54,521
146
$3.11M 0.15%
37,050
-346
147
$3.02M 0.14%
14,415
-5,544
148
$2.98M 0.14%
62,818
+17,870
149
$2.96M 0.14%
167,074
-6,806
150
$2.95M 0.14%
36,321
-393
4 5
6
7 8