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
$409M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.52M
3
+$1.03M
4
DIS icon
Walt Disney
DIS
+$888K
5
SHLS icon
Shoals Technologies Group
SHLS
+$628K

Top Sells

1
+$7.3M
2
+$5.51M
3
+$3.23M
4
BKNG icon
Booking.com
BKNG
+$1.95M
5
BMY icon
Bristol-Myers Squibb
BMY
+$985K

Sector Composition

1 Technology 17.48%
2 Financials 8.45%
3 Healthcare 7.59%
4 Communication Services 6.49%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.56%
4,963
+1
52
$2.11M 0.52%
83,420
-620
53
$2.08M 0.51%
7,545
54
$2.08M 0.51%
19,611
+2,945
55
$2.02M 0.49%
13,017
+5,735
56
$1.91M 0.47%
24,544
-85
57
$1.9M 0.47%
24,678
-305
58
$1.86M 0.45%
25,870
+70
59
$1.84M 0.45%
24,753
+47
60
$1.82M 0.45%
17,588
+9,930
61
$1.8M 0.44%
5,253
+9
62
$1.79M 0.44%
29,425
63
$1.74M 0.43%
14,237
-158
64
$1.69M 0.41%
6,528
-835
65
$1.64M 0.4%
29,305
66
$1.51M 0.37%
8,850
67
$1.5M 0.37%
12,438
-27
68
$1.44M 0.35%
601
-812
69
$1.38M 0.34%
24,600
70
$1.34M 0.33%
27,539
-1,109
71
$1.24M 0.3%
11,110
-1,300
72
$1.23M 0.3%
19,183
-2,192
73
$1.21M 0.3%
3,362
74
$1.19M 0.29%
25,585
75
$1.19M 0.29%
5,960
-200
1 2
3
4 5