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 Buys

1
+$2.89M
2
+$1.95M
3
+$1.43M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.22M
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$1.06M

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
426
$175K 0.03%
11,445
+565
427
$174K 0.03%
14,348
428
$169K 0.03%
10,665
-188
429
$168K 0.02%
42,757
+5,137
430
$164K 0.02%
+10,070
431
$160K 0.02%
+15,261
432
$158K 0.02%
+11,242
433
$150K 0.02%
13,078
-20,859
434
$140K 0.02%
+11,070
435
$140K 0.02%
+13,902
436
$127K 0.02%
23,687
+92
437
$122K 0.02%
10,093
-862
438
$116K 0.02%
+10,783
439
$112K 0.02%
16,446
+399
440
$102K 0.02%
19,125
+1,207
441
$92K 0.01%
18,139
+1,127
442
$90.1K 0.01%
10,900
443
$88.7K 0.01%
11,609
-1,671
444
$74.3K 0.01%
13,149
+2,591
445
$69K 0.01%
+22,319
446
$66.6K 0.01%
19,660
+593
447
$60.6K 0.01%
15,825
448
$60K 0.01%
+10,043
449
$59.6K 0.01%
+14,397
450
$35.4K 0.01%
10,000
16 17
18
19 20