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
151
$5.65M 0.14%
118,187
-254,417
152
$5.6M 0.14%
122,773
-7,352
153
$5.56M 0.14%
408,480
+71,605
154
$5.55M 0.14%
294,993
-6,327
155
$5.54M 0.14%
146,070
-6,300
156
$5.54M 0.14%
130,210
+120,850
157
$5.53M 0.14%
319,487
-33,988
158
$5.52M 0.14%
52,360
-51,884
159
$5.5M 0.14%
135,149
-18,771
160
$5.49M 0.14%
48,742
-1,256
161
$5.43M 0.14%
201,498
-287,766
162
$5.39M 0.14%
74,086
+28,903
163
$5.37M 0.14%
132,494
-3,570
164
$5.34M 0.14%
223,070
+28,345
165
$5.21M 0.13%
32,371
+3,116
166
$5.21M 0.13%
222,770
-97,080
167
$5.17M 0.13%
85,228
-20,929
168
$5.14M 0.13%
272,250
-34,738
169
$5.09M 0.13%
97,785
+93,730
170
$5.06M 0.13%
173,051
-303,640
171
$5.05M 0.13%
32,895
+780
172
$5.05M 0.13%
232,959
+8,119
173
$5.04M 0.13%
48,683
-100,803
174
$5.02M 0.13%
158,717
-25,328
175
$5.01M 0.13%
99,657
-1,743
5 6
7
8 9