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
51
$1.02M 0.65%
23,447
-1,295
52
$959K 0.61%
9,710
+346
53
$953K 0.6%
28,200
+6,860
54
$947K 0.6%
11,259
+3,277
55
$916K 0.58%
2,691
-250
56
$906K 0.57%
8,950
+170
57
$875K 0.55%
22,215
-114,823
58
$875K 0.55%
20,355
-700
59
$868K 0.55%
17,325
+5,125
60
$864K 0.55%
12,415
+3,025
61
$857K 0.54%
12,915
+140
62
$815K 0.52%
18,150
63
$805K 0.51%
3,930
-1
64
$798K 0.51%
30,723
+20,361
65
$794K 0.5%
11,009
-120
66
$793K 0.5%
23,300
+1,250
67
$749K 0.47%
7,155
+1,945
68
$733K 0.46%
5,760
-300
69
$732K 0.46%
18,929
+2,498
70
$710K 0.45%
11,743
-4,687
71
$662K 0.42%
25,500
72
$645K 0.41%
9,039
+8,909
73
$628K 0.4%
14,624
-208
74
$618K 0.39%
7,780
-100
75
$615K 0.39%
14,480
-600
1 2
3
4 5