BCA

Bay Colony Advisors Portfolio holdings

AUM $724M
1-Year Est. Return 19.02%
This Quarter Est. Return
1 Year Est. Return
+19.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$4.13M
3
+$1.12M
4
SH icon
ProShares Short S&P500
SH
+$1.02M
5
WERN icon
Werner Enterprises
WERN
+$907K

Top Sells

1
+$2.18M
2
+$1.37M
3
+$1.11M
4
CMBT
CMB.TECH NV
CMBT
+$1.09M
5
NRG icon
NRG Energy
NRG
+$943K

Sector Composition

1 Technology 10.69%
2 Healthcare 10.57%
3 Financials 6.24%
4 Communication Services 4.47%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
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