BCA

Bay Colony Advisors Portfolio holdings

AUM $834M
1-Year Est. Return 23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23%
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 +$5.03M
2 +$4.78M
3 +$4.25M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.71%
2 Technology 7.02%
3 Healthcare 4.62%
4 Communication Services 4.6%
5 Real Estate 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$0 ﹤0.01%
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1002
$0 ﹤0.01%
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1003
$0 ﹤0.01%
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1004
$0 ﹤0.01%
+2
1005
$0 ﹤0.01%
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1006
$0 ﹤0.01%
+3
1007
$0 ﹤0.01%
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1008
$0 ﹤0.01%
+4
1009
$0 ﹤0.01%
+3
1010
$0 ﹤0.01%
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1011
$0 ﹤0.01%
+4
1012
$0 ﹤0.01%
+17