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
$281M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.82M
3
+$1.54M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.22M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.17M

Top Sells

1
+$2.82M
2
+$1.31M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Technology 11.57%
2 Financials 11.03%
3 Healthcare 8.67%
4 Consumer Discretionary 6.96%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
310
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$16K 0.01%
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$15K 0.01%
369
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$14K 0.01%
240
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$14K 0.01%
95
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$14K 0.01%
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$14K 0.01%
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$14K 0.01%
250
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$13K ﹤0.01%
696
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$13K ﹤0.01%
110
-92
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$13K ﹤0.01%
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$13K ﹤0.01%
242
239
$12K ﹤0.01%
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$11K ﹤0.01%
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+1
241
$11K ﹤0.01%
215
242
$11K ﹤0.01%
60
-52
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$10K ﹤0.01%
260
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$10K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
90
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$9K ﹤0.01%
409
248
$8K ﹤0.01%
300
249
$8K ﹤0.01%
150
250
$7K ﹤0.01%
95
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10
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