BCA

Bay Colony Advisors Portfolio holdings

AUM $845M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.83M
3
+$4.27M
4
MSFT icon
Microsoft
MSFT
+$3.39M
5
KYN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$26K 0.02%
+762
477
$26K 0.02%
+1,133
478
$26K 0.02%
+921
479
$26K 0.02%
+600
480
$26K 0.02%
+543
481
$26K 0.02%
+965
482
$25K 0.02%
+2,368
483
$25K 0.02%
+505
484
$25K 0.02%
+228
485
$25K 0.02%
+751
486
$25K 0.02%
+298
487
$25K 0.02%
+480
488
$24K 0.02%
+1,572
489
$24K 0.02%
+347
490
$23K 0.02%
+345
491
$23K 0.02%
+562
492
$23K 0.02%
+1,814
493
$23K 0.02%
+294
494
$23K 0.02%
+475
495
$23K 0.02%
+540
496
$23K 0.02%
+100
497
$23K 0.02%
+302
498
$23K 0.02%
+827
499
$23K 0.02%
+404
500
$23K 0.02%
+400
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