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
276
$6K ﹤0.01%
148
-80
277
$6K ﹤0.01%
1,126
278
$6K ﹤0.01%
+85
279
$6K ﹤0.01%
1,186
280
$6K ﹤0.01%
1,631
281
$6K ﹤0.01%
352
+118
282
$6K ﹤0.01%
1,440
+559
283
$6K ﹤0.01%
1,219
284
$5K ﹤0.01%
+74
285
$5K ﹤0.01%
797
+308
286
$5K ﹤0.01%
2,360
287
$5K ﹤0.01%
232
+118
288
$5K ﹤0.01%
1,534
289
$5K ﹤0.01%
1,274
+353
290
$5K ﹤0.01%
204
+58
291
$5K ﹤0.01%
738
+166
292
$5K ﹤0.01%
135
293
$5K ﹤0.01%
271
294
$5K ﹤0.01%
108
295
$5K ﹤0.01%
340
+99
296
$5K ﹤0.01%
3,192
297
$5K ﹤0.01%
1,172
298
$5K ﹤0.01%
1,319
+407
299
$5K ﹤0.01%
1,859
300
$5K ﹤0.01%
2,313
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