BCA

Bay Colony Advisors Portfolio holdings

AUM $834M
1-Year Est. Return 23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.57M
3
+$1.03M
4
NEM icon
Newmont
NEM
+$940K
5
V icon
Visa
V
+$695K

Top Sells

1
+$49.6M
2
+$40M
3
+$3.35M
4
ENB icon
Enbridge
ENB
+$1.76M
5
BP icon
BP
BP
+$1.13M

Sector Composition

1 Technology 10.19%
2 Healthcare 9.15%
3 Consumer Discretionary 8%
4 Energy 5.37%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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