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
$675M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

1 +$1.57M
2 +$1.25M
3 +$1.17M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.04M
5
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$989K

Sector Composition

1 Technology 12.96%
2 Financials 5.39%
3 Consumer Discretionary 5.31%
4 Healthcare 4.42%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$277K 0.04%
+7,736
352
$276K 0.04%
+5,880
353
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