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
176
$4.9M 0.13%
78,654
-670,169
177
$4.88M 0.13%
+122,078
178
$4.87M 0.12%
+205,572
179
$4.86M 0.12%
62,344
-2,741
180
$4.8M 0.12%
151,368
-23,353
181
$4.77M 0.12%
54,690
+16,359
182
$4.76M 0.12%
66,361
-78,545
183
$4.7M 0.12%
237,668
-5,960
184
$4.68M 0.12%
256,177
-41,313
185
$4.67M 0.12%
138,722
-337,056
186
$4.67M 0.12%
107,273
-1,272
187
$4.66M 0.12%
+64,309
188
$4.64M 0.12%
145,625
-46,545
189
$4.61M 0.12%
115,377
-12,378
190
$4.61M 0.12%
76,849
-1,196
191
$4.57M 0.12%
231,868
-88,502
192
$4.55M 0.12%
232,884
-369,152
193
$4.55M 0.12%
+235,304
194
$4.53M 0.12%
42,877
-66,669
195
$4.52M 0.12%
331,238
+9,963
196
$4.48M 0.11%
+273,800
197
$4.47M 0.11%
145,334
-6,176
198
$4.45M 0.11%
63,575
-179,030
199
$4.43M 0.11%
+291,085
200
$4.36M 0.11%
+81,151
6 7
8
9 10