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
$390M
AUM Growth
-$195K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$831K
3
+$747K
4
PG icon
Procter & Gamble
PG
+$629K
5
UBER icon
Uber
UBER
+$397K

Top Sells

1
+$815K
2
+$492K
3
+$421K
4
PYPL icon
PayPal
PYPL
+$300K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$247K

Sector Composition

1 Technology 15.51%
2 Financials 9.4%
3 Healthcare 7.54%
4 Consumer Discretionary 6.68%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
75
227
$19K ﹤0.01%
+300
228
$19K ﹤0.01%
95
229
$19K ﹤0.01%
100
230
$18K ﹤0.01%
+108
231
$18K ﹤0.01%
696
232
$18K ﹤0.01%
305
-100
233
$17K ﹤0.01%
129
234
$17K ﹤0.01%
348
235
$17K ﹤0.01%
110
236
$16K ﹤0.01%
110
237
$15K ﹤0.01%
242
238
$14K ﹤0.01%
250
239
$13K ﹤0.01%
183
+2
240
$13K ﹤0.01%
260
241
$13K ﹤0.01%
50
242
$11K ﹤0.01%
90
243
$10K ﹤0.01%
150
244
$9K ﹤0.01%
+90
245
$8K ﹤0.01%
55
+25
246
$8K ﹤0.01%
85
247
$8K ﹤0.01%
100
248
$8K ﹤0.01%
150
249
$7K ﹤0.01%
25
250
$7K ﹤0.01%
101
7 8 9
10
11