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
$363M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.49M
3
+$1.66M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.09M
5
BN icon
Brookfield
BN
+$1.03M

Top Sells

1
+$13M
2
+$730K
3
+$545K
4
PYPL icon
PayPal
PYPL
+$390K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$321K

Sector Composition

1 Technology 15.14%
2 Financials 9.49%
3 Healthcare 8.3%
4 Consumer Discretionary 7.08%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
405
227
$19K 0.01%
110
228
$19K 0.01%
100
229
$18K 0.01%
271
+2
230
$17K ﹤0.01%
129
231
$17K ﹤0.01%
280
232
$17K ﹤0.01%
696
233
$17K ﹤0.01%
95
234
$16K ﹤0.01%
348
235
$15K ﹤0.01%
110
236
$15K ﹤0.01%
242
237
$14K ﹤0.01%
250
238
$13K ﹤0.01%
100
239
$13K ﹤0.01%
929
-739
240
$12K ﹤0.01%
260
241
$12K ﹤0.01%
50
242
$11K ﹤0.01%
90
243
$10K ﹤0.01%
30
244
$10K ﹤0.01%
150
245
$9K ﹤0.01%
150
246
$8K ﹤0.01%
815
247
$7K ﹤0.01%
300
248
$7K ﹤0.01%
85
249
$7K ﹤0.01%
100
250
$6K ﹤0.01%
610
7 8 9
10
11