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
$399M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$477K
3
+$183K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$108K
5
MSFT icon
Microsoft
MSFT
+$104K

Top Sells

1
+$3.45M
2
+$1.12M
3
+$991K
4
PYPL icon
PayPal
PYPL
+$668K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 22.64%
2 Healthcare 8.5%
3 Financials 6.79%
4 Consumer Discretionary 5.79%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.72K ﹤0.01%
80
-10
227
$8.69K ﹤0.01%
300
228
$8.65K ﹤0.01%
50
229
$8K ﹤0.01%
1,075
230
$7.92K ﹤0.01%
101
231
$7.65K ﹤0.01%
68
232
$7.02K ﹤0.01%
270
233
$6.34K ﹤0.01%
94
+1
234
$6.19K ﹤0.01%
200
235
$5.5K ﹤0.01%
375
236
$5.49K ﹤0.01%
125
237
$5.18K ﹤0.01%
35
238
$5K ﹤0.01%
52
239
$4.8K ﹤0.01%
100
240
$4.01K ﹤0.01%
950
241
$3.73K ﹤0.01%
2,250
242
$3.63K ﹤0.01%
35
243
$3.61K ﹤0.01%
192
244
$3.24K ﹤0.01%
25
245
$2.6K ﹤0.01%
45
246
$2.39K ﹤0.01%
45
247
$2.02K ﹤0.01%
3
248
$1.78K ﹤0.01%
60
249
$1.38K ﹤0.01%
10
250
$1.35K ﹤0.01%
1,000
7 8 9
10
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