BCA

Bay Colony Advisors Portfolio holdings

AUM $845M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$4.83M
3 +$4.27M
4
MSFT icon
Microsoft
MSFT
+$3.39M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.71%
2 Technology 7.08%
3 Healthcare 4.62%
4 Communication Services 4.32%
5 Real Estate 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$116K 0.08%
+3,100
227
$114K 0.08%
+1,876
228
$114K 0.08%
+1,336
229
$114K 0.08%
+371
230
$113K 0.08%
+1,691
231
$113K 0.08%
+10,166
232
$113K 0.08%
+1,790
233
$112K 0.08%
+3,413
234
$112K 0.08%
+2,196
235
$112K 0.08%
+3,505
236
$112K 0.08%
+1,350
237
$111K 0.08%
+2,436
238
$111K 0.08%
+3,445
239
$110K 0.08%
+5,009
240
$109K 0.08%
+1,510
241
$109K 0.08%
+5,362
242
$109K 0.08%
+554
243
$109K 0.08%
+1,166
244
$108K 0.08%
+1,339
245
$108K 0.08%
+3,113
246
$107K 0.08%
+1,596
247
$107K 0.08%
+3,320
248
$107K 0.08%
+4,087
249
$106K 0.07%
+1,533
250
$104K 0.07%
+7,427