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
401
$4K ﹤0.01%
+58
402
$3K ﹤0.01%
+67
403
$3K ﹤0.01%
+533
404
$3K ﹤0.01%
+14
405
$3K ﹤0.01%
+182
406
$3K ﹤0.01%
+40
407
$3K ﹤0.01%
+30
408
$3K ﹤0.01%
+38
409
$3K ﹤0.01%
+10
410
$3K ﹤0.01%
+26
411
$3K ﹤0.01%
+126
412
$3K ﹤0.01%
+90
413
$3K ﹤0.01%
+55
414
$3K ﹤0.01%
125
-10,225
415
$3K ﹤0.01%
+224
416
$3K ﹤0.01%
+36
417
$2K ﹤0.01%
+21
418
$2K ﹤0.01%
+45
419
$2K ﹤0.01%
+57
420
$2K ﹤0.01%
+135
421
$2K ﹤0.01%
+53
422
$2K ﹤0.01%
+33
423
$2K ﹤0.01%
+68
424
$2K ﹤0.01%
+30
425
$2K ﹤0.01%
+25
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