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
176
$2.31M 0.11%
204,972
-1,650
177
$2.31M 0.11%
27,730
-270
178
$2.29M 0.11%
74,161
-6,318
179
$2.25M 0.11%
23,590
+19,430
180
$2.24M 0.11%
+81,580
181
$2.23M 0.11%
37,280
+3,295
182
$2.21M 0.11%
34,858
-42
183
$2.2M 0.11%
27,760
-150
184
$2.19M 0.1%
52,961
+2,938
185
$2.17M 0.1%
33,987
-1,525
186
$2.16M 0.1%
20,912
-68
187
$2.13M 0.1%
39,594
-134,330
188
$2.1M 0.1%
54,477
+44,375
189
$2.1M 0.1%
+100,298
190
$2.08M 0.1%
86,742
-1,175
191
$2.08M 0.1%
12,975
-25
192
$2.04M 0.1%
23,138
-217
193
$2.03M 0.1%
+115,000
194
$1.95M 0.09%
98,127
+151
195
$1.93M 0.09%
35,000
+20,850
196
$1.93M 0.09%
55,494
-603
197
$1.93M 0.09%
27,962
+1,132
198
$1.93M 0.09%
31,100
199
$1.93M 0.09%
+48,724
200
$1.92M 0.09%
+53,501
6 7
8
9 10