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
$379M
AUM Growth
-$234K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$915K
3 +$891K
4
GEHC icon
GE HealthCare
GEHC
+$664K
5
VTV icon
Vanguard Value ETF
VTV
+$524K

Top Sells

1 +$1.77M
2 +$1.35M
3 +$1.34M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.25M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.08M

Sector Composition

1 Technology 10.43%
2 Healthcare 8.4%
3 Consumer Discretionary 6.53%
4 Financials 5.06%
5 Energy 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-899
377
-3,292
378
-2,809