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
726
$7K ﹤0.01%
+88
727
$7K ﹤0.01%
+180
728
$7K ﹤0.01%
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730
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731
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732
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733
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734
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735
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736
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737
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739
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741
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743
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745
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746
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747
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+55
748
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+100
749
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+507
750
$6K ﹤0.01%
+86