BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
This Quarter Return
+6.37%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+39%)
Cap. Flow
+$65.2M
Cap. Flow
% of AUM
24.93%
Top 10 Holdings %
Top 10 Hldgs %
18.92%
Holding
350
New
68
Increased
152
Reduced
85
Closed
30
Top Buys
| 1 |
Amazon
AMZN
|
$6.87M |
| 2 |
Apple
AAPL
|
$3.78M |
| 3 |
Tesla
TSLA
|
$3.07M |
| 4 |
BP
BP
|
$2.8M |
| 5 |
Microsoft
MSFT
|
$2.66M |
Top Sells
| 1 |
Waste Management
WM
|
$661K |
| 2 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$630K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$627K |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$617K |
| 5 |
IBM
IBM
|
$521K |
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Healthcare | 10.06% |
| 3 | Consumer Discretionary | 8.21% |
| 4 | Financials | 6.64% |
| 5 | Industrials | 6.28% |
