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
101
$396K 0.26%
+15,591
102
$394K 0.26%
+8,545
103
$385K 0.25%
+5,450
104
$384K 0.25%
+10,900
105
$379K 0.25%
+5,484
106
$371K 0.24%
+5,660
107
$369K 0.24%
+9,596
108
$369K 0.24%
+13,050
109
$360K 0.23%
+3,285
110
$354K 0.23%
+9,279
111
$347K 0.23%
+4,184
112
$346K 0.22%
+5,650
113
$325K 0.21%
+1,680
114
$323K 0.21%
+7,150
115
$309K 0.2%
+4,544
116
$301K 0.2%
+7,076
117
$294K 0.19%
+3,100
118
$293K 0.19%
+3,104
119
$287K 0.19%
+4,740
120
$280K 0.18%
+4,744
121
$278K 0.18%
+3,965
122
$266K 0.17%
+4,975
123
$266K 0.17%
+2,940
124
$263K 0.17%
+3,931
125
$247K 0.16%
+2,700
2 3 4
5
6