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
851
$2K ﹤0.01%
+50
852
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+15
853
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+54
854
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855
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856
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857
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858
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+70
859
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860
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+53
861
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+146
862
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864
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865
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+700
866
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867
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868
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869
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+25
870
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+100
871
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+76
872
$2K ﹤0.01%
+101
873
$2K ﹤0.01%
+100
874
$2K ﹤0.01%
+24
875
$2K ﹤0.01%
+24
33 34
35
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