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
$161M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$788K
3
+$705K
4
PYPL icon
PayPal
PYPL
+$669K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$663K

Top Sells

1
+$4.45M
2
+$2.6M
3
+$1.6M
4
RTX icon
RTX Corp
RTX
+$920K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$792K

Sector Composition

1 Technology 12.74%
2 Healthcare 10.71%
3 Financials 5.67%
4 Consumer Staples 4.77%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
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