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
276
$24K 0.01%
+450
277
$24K 0.01%
+2,000
278
$24K 0.01%
+450
279
$24K 0.01%
+400
280
$23K 0.01%
+225
281
$23K 0.01%
+2,190
282
$23K 0.01%
+1,165
283
$23K 0.01%
+2,000
284
$22K 0.01%
+200
285
$22K 0.01%
+900
286
$21K 0.01%
+500
287
$21K 0.01%
+499
288
$20K 0.01%
+777
289
$20K 0.01%
+171
290
$20K 0.01%
+331
291
$20K 0.01%
+330
292
$20K 0.01%
+1,470
293
$20K 0.01%
335
+318
294
$20K 0.01%
+250
295
$19K 0.01%
921
296
$19K 0.01%
+330
297
$19K 0.01%
+370
298
$19K 0.01%
+1,417
299
$19K 0.01%
+300
300
$18K 0.01%
+1,200
10 11
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