BCA
Bay Colony Advisors Portfolio holdings
AUM
$724M
This Quarter Return
+9.88%
1 Year Return
+19.02%
3 Year Return
+70.07%
5 Year Return
+120.5%
10 Year Return
–
AUM
$568M
AUM Growth
+$568M
(+11%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
445
New
51
Increased
202
Reduced
134
Closed
36
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
$9.34M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.62M |
| 3 |
Sysco
SYY
|
$2.12M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.76M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.72M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.31M |
| 2 |
Scorpio Tankers
STNG
|
$5.12M |
| 3 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
$2.39M |
| 4 |
Alkermes
ALKS
|
$2.22M |
| 5 |
Cameco
CCJ
|
$2.01M |
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Healthcare | 7.04% |
| 3 | Financials | 5.31% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Industrials | 3.64% |
