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
26
$1.83M 1.05%
14,415
+116
27
$1.83M 1.05%
14,218
-3,504
28
$1.82M 1.04%
17,339
+3,456
29
$1.8M 1.03%
79,175
+2,600
30
$1.79M 1.03%
21,306
-1,318
31
$1.75M 1.01%
37,556
-740
32
$1.75M 1.01%
53,717
+256
33
$1.65M 0.95%
17,693
-350
34
$1.64M 0.94%
40,699
-415
35
$1.64M 0.94%
19,719
-1,175
36
$1.63M 0.94%
7,923
-62
37
$1.63M 0.93%
26,350
-1,000
38
$1.63M 0.93%
20,415
-7,680
39
$1.58M 0.91%
36,520
+1,589
40
$1.49M 0.85%
17,815
-750
41
$1.48M 0.85%
15,311
+115
42
$1.43M 0.82%
10,655
+6,483
43
$1.4M 0.8%
50,086
+8,747
44
$1.4M 0.8%
17,825
-3,100
45
$1.38M 0.79%
19,704
46
$1.37M 0.79%
20,946
+850
47
$1.27M 0.73%
32,275
-25,568
48
$1.21M 0.69%
+1,048
49
$1.2M 0.69%
12,656
-390
50
$1.16M 0.66%
22,472
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