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
126
$6.68M 0.17%
86,375
-101,141
127
$6.67M 0.17%
183,479
-272,993
128
$6.62M 0.17%
286,359
-7,286
129
$6.54M 0.17%
+43,216
130
$6.51M 0.17%
15,765
+25
131
$6.51M 0.17%
77,374
+29,594
132
$6.4M 0.16%
72,935
-101,787
133
$6.35M 0.16%
217,687
+7,067
134
$6.27M 0.16%
204,154
-10,269
135
$6.23M 0.16%
124,014
-110,047
136
$6.14M 0.16%
22,494
+505
137
$6.14M 0.16%
213,179
-49,436
138
$6.1M 0.16%
176,309
+9,434
139
$6.09M 0.16%
262,147
+53,137
140
$5.88M 0.15%
128,099
-173,401
141
$5.87M 0.15%
205,037
-15,733
142
$5.84M 0.15%
82,775
+3,959
143
$5.84M 0.15%
232,815
+5,230
144
$5.79M 0.15%
238,684
-4,321
145
$5.79M 0.15%
232,830
-10,065
146
$5.77M 0.15%
+144,320
147
$5.74M 0.15%
42,246
-955
148
$5.73M 0.15%
509,062
-60,418
149
$5.73M 0.15%
+125,139
150
$5.72M 0.15%
57,072
-92,425
4 5
6
7 8