BCA

Bay Colony Advisors Portfolio holdings

AUM $724M
1-Year Est. Return 19.02%
This Quarter Est. Return
1 Year Est. Return
+19.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$15.9M
3 +$6.42M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.72M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.72M

Sector Composition

1 Technology 11.97%
2 Healthcare 8.25%
3 Consumer Discretionary 7.34%
4 Financials 5.42%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$96K 0.02%
18,749
+86
352
$80K 0.02%
12,000
353
$79K 0.02%
11,000
+1,000
354
$66K 0.02%
+10,186
355
$56K 0.01%
2,800
+25
356
$54K 0.01%
+333
357
$51K 0.01%
+10,653
358
$35K 0.01%
1,716
-1,292
359
-3,772
360
-5,220
361
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362
-2,411
363
-2,625
364
-18,793
365
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366
-2,283
367
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368
-133
369
0
370
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371
-1,220
372
-1,585
373
-17,350
374
-2,240
375
-2,839