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
$214M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.57M
3
+$1.43M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M

Top Sells

1
+$2.27M
2
+$1.77M
3
+$935K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$825K
5
DUK icon
Duke Energy
DUK
+$684K

Sector Composition

1 Financials 14.71%
2 Technology 8.33%
3 Healthcare 7.93%
4 Consumer Discretionary 7.75%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
+40
327
$4K ﹤0.01%
+35
328
$4K ﹤0.01%
+26
329
$4K ﹤0.01%
+35
330
$4K ﹤0.01%
+90
331
$4K ﹤0.01%
+37
332
$4K ﹤0.01%
+271
333
$3K ﹤0.01%
+130
334
$3K ﹤0.01%
+125
335
$3K ﹤0.01%
+50
336
$3K ﹤0.01%
+217
337
$2K ﹤0.01%
+25
338
$2K ﹤0.01%
+41
339
$2K ﹤0.01%
+485
340
$1K ﹤0.01%
+26
341
$0 ﹤0.01%
+3
342
$0 ﹤0.01%
+43
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