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
$409M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.52M
3
+$1.03M
4
DIS icon
Walt Disney
DIS
+$888K
5
SHLS icon
Shoals Technologies Group
SHLS
+$628K

Top Sells

1
+$7.3M
2
+$5.51M
3
+$3.23M
4
BKNG icon
Booking.com
BKNG
+$1.95M
5
BMY icon
Bristol-Myers Squibb
BMY
+$985K

Sector Composition

1 Technology 17.48%
2 Financials 8.45%
3 Healthcare 7.59%
4 Communication Services 6.49%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
175
227
$25K 0.01%
295
228
$24K 0.01%
160
229
$24K 0.01%
75
230
$22K 0.01%
696
231
$21K 0.01%
95
232
$21K 0.01%
305
233
$20K ﹤0.01%
110
234
$20K ﹤0.01%
129
235
$19K ﹤0.01%
348
236
$19K ﹤0.01%
100
237
$18K ﹤0.01%
108
238
$18K ﹤0.01%
300
239
$17K ﹤0.01%
400
240
$15K ﹤0.01%
110
241
$15K ﹤0.01%
260
242
$15K ﹤0.01%
242
243
$13K ﹤0.01%
250
244
$13K ﹤0.01%
185
+2
245
$13K ﹤0.01%
50
246
$12K ﹤0.01%
90
247
$12K ﹤0.01%
150
248
$11K ﹤0.01%
+745
249
$8K ﹤0.01%
100
250
$7K ﹤0.01%
300
8 9
10
11 12