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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.15M
3
+$4.16M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.61%
2 Financials 10.16%
3 Industrials 9.57%
4 Healthcare 8.29%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.76%
+11,610
52
$1.15M 0.75%
+14,675
53
$1.13M 0.73%
+12,002
54
$1.1M 0.71%
+7,600
55
$1.09M 0.71%
+40,800
56
$1.06M 0.69%
+6,926
57
$1.05M 0.68%
+11,875
58
$1.05M 0.68%
+19,250
59
$1.04M 0.67%
+11,179
60
$1.02M 0.67%
+24,980
61
$1.01M 0.66%
+13,138
62
$973K 0.63%
+24,750
63
$908K 0.59%
+19,010
64
$886K 0.57%
+19,675
65
$886K 0.57%
+5,103
66
$818K 0.53%
+10,165
67
$776K 0.5%
+18,345
68
$769K 0.5%
+7,250
69
$744K 0.48%
+48,031
70
$737K 0.48%
+15,174
71
$731K 0.47%
+32,669
72
$716K 0.46%
+32,300
73
$690K 0.45%
+25,960
74
$673K 0.44%
+12,175
75
$669K 0.43%
+6,948
1 2
3
4 5