BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
1-Year Return
19.02%
This Quarter Return
+17.31%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$139M
AUM Growth
+$28.4M
(+26%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
8.95%
Top 10 Holdings %
Top 10 Hldgs %
22.94%
Holding
223
New
55
Increased
84
Reduced
60
Closed
15
Top Buys
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.67M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.29M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
$1.11M |
| 4 |
ProShares Short S&P500
SH
|
$1.02M |
| 5 |
Amazon
AMZN
|
$792K |
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Healthcare | 9.24% |
| 3 | Financials | 5.24% |
| 4 | Industrials | 4.53% |
| 5 | Consumer Staples | 4.41% |
