BCA

Bray Capital Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 24.92%
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.01M
3
+$868K
4
AAPL icon
Apple
AAPL
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$452K

Top Sells

1
+$1M
2
+$935K
3
+$698K
4
JBLU icon
JetBlue
JBLU
+$654K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$611K

Sector Composition

1 Healthcare 10.02%
2 Financials 9.72%
3 Technology 8.66%
4 Industrials 8.04%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.03%
+477
227
$45K 0.03%
+696
228
$44K 0.03%
+940
229
$44K 0.03%
+2,737
230
$43K 0.02%
+710
231
$43K 0.02%
+1,817
232
$43K 0.02%
+650
233
$42K 0.02%
+392
234
$39K 0.02%
+910
235
$39K 0.02%
+300
236
$38K 0.02%
+400
237
$37K 0.02%
+240
238
$37K 0.02%
+1,039
239
$37K 0.02%
+2,253
240
$37K 0.02%
+1,565
241
$36K 0.02%
+1,328
242
$36K 0.02%
+1,290
243
$35K 0.02%
+799
244
$35K 0.02%
+667
245
$35K 0.02%
+2,278
246
$34K 0.02%
+2,070
247
$34K 0.02%
+770
248
$33K 0.02%
+604
249
$32K 0.02%
+700
250
$31K 0.02%
+23
8 9
10
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