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
301
$18K 0.01%
+93
302
$18K 0.01%
+195
303
$18K 0.01%
+450
304
$18K 0.01%
+500
305
$18K 0.01%
+720
306
$18K 0.01%
+188
307
$18K 0.01%
+650
308
$18K 0.01%
+720
309
$18K 0.01%
+313
310
$18K 0.01%
+830
311
$17K 0.01%
+1,000
312
$17K 0.01%
+681
313
$17K 0.01%
+350
314
$16K 0.01%
+700
315
$16K 0.01%
+1,100
316
$16K 0.01%
200
317
$16K 0.01%
+490
318
$16K 0.01%
+820
319
$16K 0.01%
+1,420
320
$16K 0.01%
+1,410
321
$15K 0.01%
+325
322
$15K 0.01%
+1,044
323
$15K 0.01%
+300
324
$15K 0.01%
+370
325
$14K 0.01%
108
11 12
13
14 15