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
$174M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.01M
3
+$868K
4
AAPL icon
Apple
AAPL
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$452K

Top Sells

1
+$1M
2
+$935K
3
+$698K
4
JBLU icon
JetBlue
JBLU
+$654K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$611K

Sector Composition

1 Healthcare 10.02%
2 Financials 9.72%
3 Technology 8.66%
4 Industrials 8.04%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.02%
+800
252
$31K 0.02%
+747
253
$30K 0.02%
+410
254
$30K 0.02%
+660
255
$29K 0.02%
+275
256
$29K 0.02%
+500
257
$29K 0.02%
+3,029
258
$29K 0.02%
+1,880
259
$29K 0.02%
+1,496
260
$28K 0.02%
+340
261
$28K 0.02%
+200
262
$28K 0.02%
+495
263
$28K 0.02%
+210
264
$27K 0.02%
+439
265
$27K 0.02%
+32
266
$26K 0.01%
+100
267
$26K 0.01%
+1,250
268
$26K 0.01%
+786
269
$26K 0.01%
+1,386
270
$26K 0.01%
+825
271
$26K 0.01%
+1,142
272
$26K 0.01%
+600
273
$25K 0.01%
+730
274
$25K 0.01%
+470
275
$24K 0.01%
+1,670
9 10
11
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