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
51
$2.2M 0.56%
20,524
52
$1.99M 0.51%
4,962
53
$1.99M 0.51%
14,234
+4,500
54
$1.97M 0.51%
24,629
-5,254
55
$1.86M 0.48%
84,040
56
$1.81M 0.46%
29,425
-1,100
57
$1.77M 0.45%
9,702
58
$1.76M 0.45%
5,244
+7
59
$1.74M 0.45%
7,545
60
$1.72M 0.44%
24,983
+162
61
$1.63M 0.42%
16,666
+194
62
$1.61M 0.41%
7,363
+1,221
63
$1.57M 0.4%
29,305
64
$1.56M 0.4%
12,410
65
$1.52M 0.39%
14,395
-1,310
66
$1.5M 0.39%
24,706
+56
67
$1.47M 0.38%
25,800
68
$1.45M 0.37%
8,850
+300
69
$1.39M 0.36%
12,465
70
$1.35M 0.35%
5,650
71
$1.32M 0.34%
21,375
+160
72
$1.28M 0.33%
24,600
73
$1.26M 0.32%
21,219
-1,378
74
$1.24M 0.32%
28,648
-106
75
$1.23M 0.32%
7,282
1 2
3
4 5