BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
1-Year Return
19.02%
This Quarter Return
+3.74%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.1%
Holding
1,012
New
1,000
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$5.2M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.83M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4.27M |
| 4 |
Microsoft
MSFT
|
+$3.39M |
| 5 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
+$2.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.71% |
| 2 | Technology | 7.08% |
| 3 | Healthcare | 4.62% |
| 4 | Communication Services | 4.32% |
| 5 | Real Estate | 2.94% |
