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
$409M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.52M
3
+$1.03M
4
DIS icon
Walt Disney
DIS
+$888K
5
SHLS icon
Shoals Technologies Group
SHLS
+$628K

Top Sells

1
+$7.3M
2
+$5.51M
3
+$3.23M
4
BKNG icon
Booking.com
BKNG
+$1.95M
5
BMY icon
Bristol-Myers Squibb
BMY
+$985K

Sector Composition

1 Technology 17.48%
2 Financials 8.45%
3 Healthcare 7.59%
4 Communication Services 6.49%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
90
252
$7K ﹤0.01%
85
253
$7K ﹤0.01%
101
254
$7K ﹤0.01%
64
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$6K ﹤0.01%
25
256
$6K ﹤0.01%
150
257
$6K ﹤0.01%
487
258
$5K ﹤0.01%
55
259
$4K ﹤0.01%
25
260
$4K ﹤0.01%
+27
261
$4K ﹤0.01%
+250
262
$4K ﹤0.01%
60
263
$4K ﹤0.01%
35
264
$4K ﹤0.01%
125
265
$4K ﹤0.01%
100
266
$4K ﹤0.01%
815
267
$3K ﹤0.01%
53
268
$3K ﹤0.01%
100
269
$2K ﹤0.01%
+250
270
$2K ﹤0.01%
610
271
$2K ﹤0.01%
3
272
$2K ﹤0.01%
8
273
$2K ﹤0.01%
100
274
$1K ﹤0.01%
50
275
$1K ﹤0.01%
133
8 9 10
11
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