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
$305M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.58M
3
+$1.42M
4
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$1.37M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$960K

Top Sells

1
+$2.62M
2
+$1.47M
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
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