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
$284M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$914K
3
+$687K
4
ST icon
Sensata Technologies
ST
+$670K
5
VFH icon
Vanguard Financials ETF
VFH
+$627K

Top Sells

1
+$3.13M
2
+$556K
3
+$531K
4
IYE icon
iShares US Energy ETF
IYE
+$530K
5
AMZN icon
Amazon
AMZN
+$438K

Sector Composition

1 Technology 15.24%
2 Financials 9.03%
3 Healthcare 8.67%
4 Consumer Discretionary 8.13%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
300
-750
227
$15K 0.01%
250
228
$14K ﹤0.01%
110
229
$14K ﹤0.01%
100
-10
230
$13K ﹤0.01%
280
231
$13K ﹤0.01%
305
232
$13K ﹤0.01%
215
233
$13K ﹤0.01%
242
234
$12K ﹤0.01%
100
235
$11K ﹤0.01%
175
+2
236
$10K ﹤0.01%
90
237
$10K ﹤0.01%
260
238
$10K ﹤0.01%
50
239
$7K ﹤0.01%
150
240
$6K ﹤0.01%
85
241
$6K ﹤0.01%
100
242
$5K ﹤0.01%
409
243
$5K ﹤0.01%
63
244
$5K ﹤0.01%
300
245
$4K ﹤0.01%
125
246
$4K ﹤0.01%
30
247
$4K ﹤0.01%
35
248
$4K ﹤0.01%
150
249
$4K ﹤0.01%
1,891
250
$3K ﹤0.01%
25
7 8 9
10
11