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
$158M
AUM Growth
+$336K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.17M
3
+$2.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.26M
5
MRK icon
Merck
MRK
+$1.31M

Top Sells

1
+$4.52M
2
+$3.66M
3
+$1.7M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.26M
5
KMI icon
Kinder Morgan
KMI
+$1.16M

Sector Composition

1 Healthcare 12.09%
2 Financials 11.84%
3 Technology 7.57%
4 Communication Services 7.07%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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