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
$158M
AUM Growth
+$336K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.17M
3
+$2.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.26M
5
MRK icon
Merck
MRK
+$1.31M

Top Sells

1
+$4.52M
2
+$3.66M
3
+$1.7M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.26M
5
KMI icon
Kinder Morgan
KMI
+$1.16M

Sector Composition

1 Healthcare 12.09%
2 Financials 11.84%
3 Technology 7.57%
4 Communication Services 7.07%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.4%
81,253
27
$2.04M 1.29%
20,116
-1,910
28
$2.03M 1.29%
29,109
+4,655
29
$2.01M 1.28%
34,905
-360
30
$1.92M 1.22%
32,378
-5,990
31
$1.89M 1.2%
15,697
+1,360
32
$1.87M 1.19%
24,142
+14,924
33
$1.8M 1.14%
18,023
+440
34
$1.8M 1.14%
114,300
35
$1.74M 1.1%
8,516
-108
36
$1.7M 1.08%
25,475
-155
37
$1.63M 1.03%
67,957
+15,024
38
$1.62M 1.03%
12,883
39
$1.6M 1.02%
31,785
+25,928
40
$1.59M 1.01%
13,432
+625
41
$1.54M 0.98%
33,423
-11,487
42
$1.5M 0.95%
14,311
-1,410
43
$1.49M 0.94%
17,665
44
$1.42M 0.9%
9,513
-55
45
$1.41M 0.89%
23,988
-62,339
46
$1.34M 0.85%
8,245
+6,281
47
$1.29M 0.82%
35,326
+3,530
48
$1.13M 0.71%
20,550
-100
49
$1.08M 0.68%
24,945
+4,303
50
$1.04M 0.66%
11,520
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