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
326
$14K 0.01%
+240
327
$14K 0.01%
+400
328
$14K 0.01%
+633
329
$13K 0.01%
+513
330
$13K 0.01%
+360
331
$13K 0.01%
+204
332
$13K 0.01%
+412
333
$13K 0.01%
+850
334
$13K 0.01%
+386
335
$12K 0.01%
+65
336
$12K 0.01%
+235
337
$12K 0.01%
+300
338
$12K 0.01%
+250
339
$12K 0.01%
+134
340
$12K 0.01%
+185
341
$12K 0.01%
+689
342
$12K 0.01%
+185
343
$11K 0.01%
+95
344
$11K 0.01%
+90
345
$11K 0.01%
+379
346
$10K 0.01%
+179
347
$10K 0.01%
+200
348
$10K 0.01%
+300
349
$10K 0.01%
+480
350
$9K 0.01%
+130
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