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
776
$5K ﹤0.01%
+84
777
$5K ﹤0.01%
+149
778
$5K ﹤0.01%
+23
779
$5K ﹤0.01%
+124
780
$5K ﹤0.01%
+63
781
$5K ﹤0.01%
+70
782
$5K ﹤0.01%
+50
783
$5K ﹤0.01%
+100
784
$5K ﹤0.01%
+515
785
$5K ﹤0.01%
+54
786
$5K ﹤0.01%
+373
787
$5K ﹤0.01%
+68
788
$5K ﹤0.01%
+50
789
$5K ﹤0.01%
+71
790
$4K ﹤0.01%
+85
791
$4K ﹤0.01%
+418
792
$4K ﹤0.01%
+178
793
$4K ﹤0.01%
+90
794
$4K ﹤0.01%
+14
795
$4K ﹤0.01%
+33
796
$4K ﹤0.01%
+180
797
$4K ﹤0.01%
+30
798
$4K ﹤0.01%
+70
799
$4K ﹤0.01%
+147
800
$4K ﹤0.01%
+171
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