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
$390M
AUM Growth
-$195K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$831K
3
+$747K
4
PG icon
Procter & Gamble
PG
+$629K
5
UBER icon
Uber
UBER
+$397K

Top Sells

1
+$815K
2
+$492K
3
+$421K
4
PYPL icon
PayPal
PYPL
+$300K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$247K

Sector Composition

1 Technology 15.51%
2 Financials 9.4%
3 Healthcare 7.54%
4 Consumer Discretionary 6.68%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 1.14%
11,407
+17
27
$4.3M 1.1%
26,604
+182
28
$3.93M 1.01%
15,741
+77
29
$3.93M 1.01%
31,358
+278
30
$3.93M 1.01%
42,370
-8,800
31
$3.81M 0.98%
17,891
+52
32
$3.71M 0.95%
11,608
-224
33
$3.67M 0.94%
70,442
-4,749
34
$3.61M 0.93%
61,584
+355
35
$3.51M 0.9%
31,205
-358
36
$3.38M 0.87%
14,012
+122
37
$3.35M 0.86%
1,413
+2
38
$3.33M 0.85%
66,507
-832
39
$3.31M 0.85%
44,001
+389
40
$3.3M 0.85%
34,907
-125
41
$3.23M 0.83%
37,632
+93
42
$3.1M 0.8%
23,280
-280
43
$3.1M 0.8%
19,185
+12
44
$2.98M 0.76%
7,549
-24
45
$2.85M 0.73%
44,532
+406
46
$2.84M 0.73%
47,843
+253
47
$2.83M 0.73%
6,590
+558
48
$2.81M 0.72%
15,648
+345
49
$2.71M 0.69%
34,196
-1,108
50
$2.29M 0.59%
61,144
-1,225
1
2
3 4 5