BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
1-Year Return
19.02%
This Quarter Return
+6.22%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$130M
AUM Growth
-$11M
(-7.8%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-12.88%
Top 10 Holdings %
Top 10 Hldgs %
27.66%
Holding
1,055
New
43
Increased
113
Reduced
49
Closed
831
Top Buys
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$1.38M |
| 2 |
Regenxbio
RGNX
|
+$696K |
| 3 |
MIC
Macquarie Infrastructure Holdings, LLC
MIC
|
+$663K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$660K |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
+$613K |
Sector Composition
| 1 | Technology | 9.37% |
| 2 | Financials | 8.96% |
| 3 | Healthcare | 4.89% |
| 4 | Communication Services | 3.85% |
| 5 | Real Estate | 2.52% |
