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
201
$134K 0.09%
+1,218
202
$133K 0.09%
+7,600
203
$132K 0.09%
+1,859
204
$131K 0.09%
+1,114
205
$130K 0.09%
+1,400
206
$129K 0.09%
+3,939
207
$129K 0.09%
+1,051
208
$127K 0.09%
+4,000
209
$125K 0.09%
+4,700
210
$125K 0.09%
+2,367
211
$125K 0.09%
+2,150
212
$124K 0.09%
+2,216
213
$124K 0.09%
+2,483
214
$124K 0.09%
+1,194
215
$124K 0.09%
+845
216
$124K 0.09%
+3,000
217
$123K 0.09%
+1,641
218
$123K 0.09%
+5,000
219
$122K 0.09%
+900
220
$122K 0.09%
+7,700
221
$119K 0.08%
+570
222
$118K 0.08%
+4,665
223
$117K 0.08%
+3,027
224
$117K 0.08%
+2,876
225
$117K 0.08%
+775