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
351
$9K 0.01%
+150
352
$9K 0.01%
+315
353
$9K 0.01%
+350
354
$9K 0.01%
+302
355
$9K 0.01%
+500
356
$9K 0.01%
+80
357
$9K 0.01%
+480
358
$9K 0.01%
+103
359
$9K 0.01%
+100
360
$8K ﹤0.01%
+130
361
$8K ﹤0.01%
+135
362
$8K ﹤0.01%
+74
363
$8K ﹤0.01%
+100
364
$8K ﹤0.01%
+300
365
$7K ﹤0.01%
+112
366
$7K ﹤0.01%
+75
367
$7K ﹤0.01%
+66
368
$7K ﹤0.01%
+300
369
$7K ﹤0.01%
+125
370
$7K ﹤0.01%
+100
371
$7K ﹤0.01%
+105
372
$7K ﹤0.01%
+340
373
$6K ﹤0.01%
+1,450
374
$6K ﹤0.01%
+43
375
$6K ﹤0.01%
+72
13 14
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