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
$161M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.54M
3
+$3.2M
4
TFC icon
Truist Financial
TFC
+$2.58M
5
DIS icon
Walt Disney
DIS
+$2.46M

Top Sells

1
+$1.41M
2
+$562K
3
+$491K
4
TXN icon
Texas Instruments
TXN
+$482K
5
NVS icon
Novartis
NVS
+$244K

Sector Composition

1 Healthcare 11.16%
2 Financials 10.39%
3 Communication Services 7.62%
4 Industrials 6.79%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,090
127
– –
-8,400
128
– –
-3,420
2 3 4 5
6