BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
1-Year Return
19.02%
This Quarter Return
+7.67%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$161M
AUM Growth
+$22.3M
(+16%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
9.16%
Top 10 Holdings %
Top 10 Hldgs %
17.46%
Holding
270
New
62
Increased
119
Reduced
52
Closed
22
Top Buys
| 1 |
Verizon
VZ
|
$820K |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$788K |
| 3 |
Amazon
AMZN
|
$705K |
| 4 |
PayPal
PYPL
|
$669K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$663K |
Top Sells
Sector Composition
| 1 | Technology | 12.74% |
| 2 | Healthcare | 10.71% |
| 3 | Financials | 5.67% |
| 4 | Consumer Staples | 4.77% |
| 5 | Industrials | 4.63% |
