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
201
$1.91M 0.09%
21,871
-200
202
$1.87M 0.09%
58,913
-3,126
203
$1.85M 0.09%
+80,475
204
$1.83M 0.09%
+13,275
205
$1.82M 0.09%
+29,750
206
$1.8M 0.09%
+103,450
207
$1.79M 0.09%
+29,775
208
$1.76M 0.08%
+17,750
209
$1.75M 0.08%
28,390
-1,520
210
$1.74M 0.08%
41,546
-2,198
211
$1.73M 0.08%
66,857
-3,640
212
$1.72M 0.08%
34,885
-725
213
$1.67M 0.08%
5,977
-75
214
$1.66M 0.08%
34,062
-170
215
$1.64M 0.08%
35,199
-11,905
216
$1.61M 0.08%
22,875
-25
217
$1.61M 0.08%
55,205
-563
218
$1.55M 0.07%
49,123
-2,786
219
$1.55M 0.07%
52,461
-942
220
$1.54M 0.07%
+29,692
221
$1.53M 0.07%
33,464
-4,238
222
$1.53M 0.07%
26,225
+11,725
223
$1.52M 0.07%
18,589
-125
224
$1.5M 0.07%
19,395
+98
225
$1.48M 0.07%
34,400
-50
7 8
9
10 11