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
$215M
AUM Growth
+$551K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.59M
3
+$1.45M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.1M
5
NVDA icon
NVIDIA
NVDA
+$671K

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.65M
4
GIS icon
General Mills
GIS
+$996K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$857K

Sector Composition

1 Financials 14.54%
2 Technology 9.74%
3 Healthcare 8.57%
4 Consumer Discretionary 7.87%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.01%
700
252
$30K 0.01%
760
+120
253
$30K 0.01%
2,000
254
$30K 0.01%
825
255
$29K 0.01%
301
256
$29K 0.01%
1,356
257
$28K 0.01%
406
+2
258
$28K 0.01%
840
259
$27K 0.01%
1,050
-310
260
$27K 0.01%
1,202
261
$27K 0.01%
880
262
$27K 0.01%
510
263
$27K 0.01%
1,896
264
$27K 0.01%
240
+60
265
$26K 0.01%
240
-20
266
$26K 0.01%
+450
267
$25K 0.01%
446
+420
268
$25K 0.01%
295
269
$25K 0.01%
509
270
$25K 0.01%
1,469
-280
271
$23K 0.01%
225
272
$23K 0.01%
1,736
273
$23K 0.01%
175
274
$23K 0.01%
190
275
$23K 0.01%
+1,336
9 10
11
12 13