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
426
$2K ﹤0.01%
+800
427
$1K ﹤0.01%
+36
428
$1K ﹤0.01%
+33
429
$1K ﹤0.01%
+24
430
$1K ﹤0.01%
+8