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
$408M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$767K
3 +$348K
4
LRCX icon
Lam Research
LRCX
+$333K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$305K

Top Sells

1 +$658K
2 +$632K
3 +$631K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$590K

Sector Composition

1 Technology 22.15%
2 Healthcare 8.41%
3 Financials 6.88%
4 Consumer Discretionary 5.79%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFC icon
101
Wells Fargo
WFC
$300B
$492K 0.12%
8,708
+6
DUK icon
102
Duke Energy
DUK
$91B
$485K 0.12%
4,205
PYPL icon
103
PayPal
PYPL
$55.7B
$473K 0.12%
6,060
-800
CHD icon
104
Church & Dwight Co
CHD
$20.5B
$469K 0.11%
4,475
ITW icon
105
Illinois Tool Works
ITW
$73.2B
$451K 0.11%
1,720
TSLA icon
106
Tesla
TSLA
$1.6T
$446K 0.11%
1,705
VZ icon
107
Verizon
VZ
$169B
$437K 0.11%
9,739
BKNG icon
108
Booking.com
BKNG
$176B
$430K 0.11%
102
ABT icon
109
Abbott
ABT
$217B
$348K 0.09%
3,050
IBIT icon
110
iShares Bitcoin Trust
IBIT
$67.4B
$348K 0.09%
+9,620
COP icon
111
ConocoPhillips
COP
$115B
$342K 0.08%
3,246
PSX icon
112
Phillips 66
PSX
$52.2B
$332K 0.08%
2,526
+16
PFE icon
113
Pfizer
PFE
$142B
$319K 0.08%
11,028
RY icon
114
Royal Bank of Canada
RY
$240B
$318K 0.08%
2,550
BTC
115
Grayscale Bitcoin Mini Trust ETF
BTC
$3.79B
$305K 0.07%
+10,852
ETH
116
Grayscale Ethereum Mini Trust ETF
ETH
$2.15B
$305K 0.07%
+12,496
ENB icon
117
Enbridge
ENB
$104B
$297K 0.07%
7,310
VGK icon
118
Vanguard FTSE Europe ETF
VGK
$29.2B
$289K 0.07%
4,070
PRU icon
119
Prudential Financial
PRU
$40B
$289K 0.07%
2,389
-149
CNI icon
120
Canadian National Railway
CNI
$60.8B
$286K 0.07%
2,440
BA icon
121
Boeing
BA
$170B
$277K 0.07%
1,820
HD icon
122
Home Depot
HD
$344B
$270K 0.07%
666
IYW icon
123
iShares US Technology ETF
IYW
$21.2B
$259K 0.06%
1,707
BMY icon
124
Bristol-Myers Squibb
BMY
$111B
$254K 0.06%
4,911
+57
NEE icon
125
NextEra Energy
NEE
$166B
$248K 0.06%
2,933