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
$363M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.49M
3
+$1.66M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.09M
5
BN icon
Brookfield
BN
+$1.03M

Top Sells

1
+$13M
2
+$730K
3
+$545K
4
PYPL icon
PayPal
PYPL
+$390K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$321K

Sector Composition

1 Technology 15.14%
2 Financials 9.49%
3 Healthcare 8.3%
4 Consumer Discretionary 7.08%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.67%
6,116
-205
52
$2.33M 0.64%
30,169
+1,678
53
$2.24M 0.62%
65,909
+5,916
54
$2.17M 0.6%
20,524
-30
55
$1.96M 0.54%
5,237
56
$1.9M 0.52%
30,889
+910
57
$1.78M 0.49%
4,961
-25
58
$1.75M 0.48%
6,142
+362
59
$1.72M 0.47%
25,121
-20
60
$1.66M 0.46%
7,337
61
$1.66M 0.46%
78,165
+7,740
62
$1.63M 0.45%
16,557
+882
63
$1.62M 0.45%
11,965
+710
64
$1.54M 0.42%
25,800
65
$1.49M 0.41%
15,755
66
$1.47M 0.41%
23,346
+31
67
$1.47M 0.41%
12,465
+27
68
$1.43M 0.39%
29,305
69
$1.41M 0.39%
7,545
+45
70
$1.34M 0.37%
7,282
+600
71
$1.34M 0.37%
8,400
72
$1.32M 0.36%
9,734
+2,930
73
$1.31M 0.36%
14,130
74
$1.28M 0.35%
5,650
75
$1.21M 0.33%
23,175
+2,185
1 2
3
4 5