BCA

Bay Colony Advisors Portfolio holdings

AUM $834M
1-Year Est. Return 22.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Sells

1 +$2.62M
2 +$1.39M
3 +$1.36M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.11M
5
BUD icon
AB InBev
BUD
+$839K

Sector Composition

1 Technology 15.09%
2 Healthcare 9.77%
3 Consumer Discretionary 7.96%
4 Financials 6.92%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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