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
$350M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.19M
3
+$2.13M
4
FDHY icon
Fidelity High Yield Factor ETF
FDHY
+$1.32M
5
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$788K

Top Sells

1
+$1.65M
2
+$984K
3
+$961K
4
DIS icon
Walt Disney
DIS
+$827K
5
IVZ icon
Invesco
IVZ
+$699K

Sector Composition

1 Technology 14.82%
2 Healthcare 9.92%
3 Consumer Discretionary 7.92%
4 Financials 6.18%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
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