BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
1-Year Return
19.02%
This Quarter Return
-1.17%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$656M
AUM Growth
-$19.2M
(-2.8%)
Cap. Flow
+$1.01M
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
28.14%
Holding
495
New
43
Increased
184
Reduced
194
Closed
52
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.41M |
| 2 |
Sprott Physical Gold
PHYS
|
+$2.35M |
| 3 |
SPDR Gold Trust
GLD
|
+$2.27M |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$1.25M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$1.25M |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
+$3.55M |
| 2 |
CGCV
Capital Group Conservative Equity ETF
CGCV
|
+$1.44M |
| 3 |
First Trust India Nifty 50 Equal Weight ETF
NFTY
|
+$1.06M |
| 4 |
Verizon
VZ
|
+$877K |
| 5 |
Arm
ARM
|
+$861K |
Sector Composition
| 1 | Technology | 11.31% |
| 2 | Financials | 5.98% |
| 3 | Consumer Discretionary | 4.52% |
| 4 | Healthcare | 4.47% |
| 5 | Industrials | 3.64% |
