BCA

Bray Capital Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 24.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2M
3 +$1.55M
4
UA icon
Under Armour Class C
UA
+$1.42M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M

Top Sells

1 +$2.95M
2 +$2.01M
3 +$1.73M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
COR icon
Cencora
COR
+$1.36M

Sector Composition

1 Financials 10.91%
2 Healthcare 8.79%
3 Communication Services 8.23%
4 Consumer Discretionary 7.85%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-540
127
-5,558