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
$214M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.57M
3
+$1.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M

Top Sells

1
+$2.27M
2
+$1.77M
3
+$935K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$825K
5
DUK icon
Duke Energy
DUK
+$684K

Sector Composition

1 Financials 14.71%
2 Technology 8.33%
3 Healthcare 7.93%
4 Consumer Discretionary 7.75%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K 0.01%
+404
252
$27K 0.01%
+200
253
$27K 0.01%
+880
254
$27K 0.01%
+920
255
$26K 0.01%
+540
256
$26K 0.01%
+260
257
$26K 0.01%
+1,896
258
$25K 0.01%
+290
259
$25K 0.01%
+295
260
$25K 0.01%
+509
261
$24K 0.01%
+1,370
262
$24K 0.01%
+510
263
$24K 0.01%
+840
264
$23K 0.01%
+814
265
$23K 0.01%
+225
266
$23K 0.01%
+175
267
$23K 0.01%
+190
268
$22K 0.01%
+32
269
$22K 0.01%
+440
270
$22K 0.01%
+421
271
$22K 0.01%
+180
272
$22K 0.01%
+885
273
$21K 0.01%
+1,130
274
$21K 0.01%
+250
275
$20K 0.01%
+475
9 10
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