BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
This Quarter Return
+4.05%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+2.7%)
Cap. Flow
-$2.07M
Cap. Flow
% of AUM
-1.33%
Top 10 Holdings %
Top 10 Hldgs %
30.2%
Holding
246
New
34
Increased
97
Reduced
70
Closed
33
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$1.4M |
| 2 |
Annaly Capital Management
NLY
|
$1.33M |
| 3 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
$1.24M |
| 4 |
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
|
$1.23M |
| 5 |
L3Harris
LHX
|
$864K |
Sector Composition
| 1 | Financials | 7.43% |
| 2 | Technology | 5.81% |
| 3 | Communication Services | 4.23% |
| 4 | Healthcare | 4.01% |
| 5 | Energy | 2.45% |
