BCA
Bay Capital Advisors Portfolio holdings
AUM
$131M
This Quarter Return
+10.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$11.1M
(+9.3%)
Cap. Flow
+$491K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
51.44%
Holding
115
New
6
Increased
34
Reduced
47
Closed
3
Top Buys
| 1 |
WisdomTree US Value Fund
WTV
|
$1.79M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.57M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.4M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.37M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Financials | 5.79% |
| 3 | Healthcare | 2.16% |
| 4 | Industrials | 1.74% |
| 5 | Communication Services | 1.54% |
