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
126
$246K 0.16%
+4,875
127
$225K 0.15%
+2,152
128
$225K 0.15%
+4,380
129
$224K 0.15%
+2,600
130
$220K 0.14%
+6,100
131
$218K 0.14%
+4,442
132
$207K 0.13%
+3,000
133
$205K 0.13%
+1,981
134
$181K 0.12%
+6,000
2 3 4 5
6