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
$227M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$964K
4
BABA icon
Alibaba
BABA
+$476K
5
SONY icon
Sony
SONY
+$440K

Top Sells

1
+$1.83M
2
+$1.1M
3
+$796K
4
AAPL icon
Apple
AAPL
+$366K
5
AMZN icon
Amazon
AMZN
+$322K

Sector Composition

1 Financials 14.14%
2 Technology 10.58%
3 Healthcare 9.21%
4 Consumer Discretionary 8.1%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.1%
4,549
+4,040
127
$224K 0.1%
2,985
128
$222K 0.1%
2,052
129
$222K 0.1%
9,000
130
$221K 0.1%
5,485
131
$219K 0.1%
2,832
+1
132
$218K 0.1%
23,608
133
$214K 0.09%
1,460
134
$213K 0.09%
3,025
135
$213K 0.09%
2,517
+1
136
$207K 0.09%
2,100
137
$204K 0.09%
2,550
138
$201K 0.09%
4,000
+2,000
139
$198K 0.09%
1,931
-95
140
$197K 0.09%
739
+1
141
$195K 0.09%
15,300
142
$195K 0.09%
1,400
143
$193K 0.09%
1,255
144
$190K 0.08%
6,680
145
$189K 0.08%
4,500
146
$186K 0.08%
1,825
147
$181K 0.08%
2,950
-800
148
$181K 0.08%
850
149
$173K 0.08%
4,137
150
$173K 0.08%
3,875
4 5
6
7 8