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
876
$2K ﹤0.01%
+63
877
$2K ﹤0.01%
+238
878
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+50
879
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880
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881
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882
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+2
883
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+100
884
$1K ﹤0.01%
+37
885
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886
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+10
887
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888
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889
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890
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894
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895
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+31
896
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+10
897
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+44
898
$1K ﹤0.01%
+7
899
$1K ﹤0.01%
+53
900
$1K ﹤0.01%
+46
34 35
36
37 38