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
$215M
AUM Growth
+$551K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.59M
3
+$1.45M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.1M
5
NVDA icon
NVIDIA
NVDA
+$671K

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.65M
4
GIS icon
General Mills
GIS
+$996K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$857K

Sector Composition

1 Financials 14.54%
2 Technology 9.74%
3 Healthcare 8.57%
4 Consumer Discretionary 7.87%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
1,000
302
$14K 0.01%
+460
303
$14K 0.01%
+340
304
$14K 0.01%
860
305
$14K 0.01%
250
306
$13K 0.01%
100
307
$13K 0.01%
170
308
$13K 0.01%
170
-150
309
$13K 0.01%
350
310
$12K 0.01%
75
311
$11K 0.01%
228
312
$11K 0.01%
3,750
313
$11K 0.01%
200
314
$11K 0.01%
100
315
$10K ﹤0.01%
+339
316
$10K ﹤0.01%
514
317
$9K ﹤0.01%
150
318
$9K ﹤0.01%
480
319
$9K ﹤0.01%
125
320
$8K ﹤0.01%
90
-1,145
321
$8K ﹤0.01%
260
322
$8K ﹤0.01%
50
-50
323
$8K ﹤0.01%
+1,939
324
$7K ﹤0.01%
103
325
$7K ﹤0.01%
20
11 12
13
14 15