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
301
$75K 0.05%
+1,363
302
$75K 0.05%
+1,269
303
$75K 0.05%
+1,714
304
$75K 0.05%
+3,769
305
$73K 0.05%
+1,326
306
$71K 0.05%
+4,000
307
$71K 0.05%
+3,710
308
$70K 0.05%
+4,508
309
$70K 0.05%
+1,720
310
$70K 0.05%
+5,580
311
$70K 0.05%
+3,046
312
$69K 0.05%
+1,068
313
$69K 0.05%
+572
314
$69K 0.05%
+2,236
315
$68K 0.05%
+1,111
316
$68K 0.05%
+2,240
317
$67K 0.05%
+950
318
$66K 0.05%
+1,580
319
$66K 0.05%
+3,771
320
$66K 0.05%
+1,377
321
$65K 0.05%
+2,814
322
$65K 0.05%
+1,762
323
$65K 0.05%
+892
324
$64K 0.05%
+766
325
$64K 0.05%
+954