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
$200M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.48M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$1.51M

Top Sells

1
+$2.9M
2
+$1.68M
3
+$1.46M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.41M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.35M

Sector Composition

1 Financials 12.44%
2 Technology 10.5%
3 Healthcare 10.18%
4 Consumer Discretionary 8.68%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K 0.01%
200
252
$9K ﹤0.01%
1,950
253
$9K ﹤0.01%
872
-149
254
$9K ﹤0.01%
100
255
$9K ﹤0.01%
1,089
256
$8K ﹤0.01%
103
257
$8K ﹤0.01%
514
258
$8K ﹤0.01%
+150
259
$8K ﹤0.01%
260
260
$8K ﹤0.01%
50
261
$8K ﹤0.01%
1,489
262
$8K ﹤0.01%
641
263
$7K ﹤0.01%
1,693
+956
264
$7K ﹤0.01%
656
265
$7K ﹤0.01%
4,515
+841
266
$7K ﹤0.01%
1,020
267
$7K ﹤0.01%
633
268
$7K ﹤0.01%
20
269
$7K ﹤0.01%
150
270
$7K ﹤0.01%
768
271
$7K ﹤0.01%
2,646
+1,156
272
$7K ﹤0.01%
497
273
$6K ﹤0.01%
2,033
274
$6K ﹤0.01%
936
275
$6K ﹤0.01%
353
9 10
11
12 13