BCA

Bay Colony Advisors Portfolio holdings

AUM $834M
1-Year Est. Return 22.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.99%
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
+$2.92M
2
+$2.01M
3
+$1.42M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.21M
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$1.13M

Top Sells

1
+$1.66M
2
+$1.25M
3
+$1.17M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.02M
5
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$998K

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
476
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-2,686
477
– –
-12,119
478
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-4,596
479
– –
-4,406
480
– –
-5,098
481
– –
-11,112
482
– –
-7,032
483
– –
-1,101
484
– –
-4,377
485
– –
-1,079
16 17 18 19
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