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
$174M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.01M
3
+$868K
4
AAPL icon
Apple
AAPL
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$452K

Top Sells

1
+$1M
2
+$935K
3
+$698K
4
JBLU icon
JetBlue
JBLU
+$654K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$611K

Sector Composition

1 Healthcare 10.02%
2 Financials 9.72%
3 Technology 8.66%
4 Industrials 8.04%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$131K 0.08%
2,820
-1,500
152
$130K 0.07%
+5,090
153
$130K 0.07%
+914
154
$128K 0.07%
+5,062
155
$124K 0.07%
+2,916
156
$118K 0.07%
+3,870
157
$117K 0.07%
+2,387
158
$116K 0.07%
+1,445
159
$113K 0.06%
+350
160
$112K 0.06%
+810
161
$112K 0.06%
+1,031
162
$107K 0.06%
+2,058
163
$107K 0.06%
+3,466
164
$104K 0.06%
+2,000
165
$102K 0.06%
+870
166
$100K 0.06%
+1,000
167
$99K 0.06%
+2,410
168
$97K 0.06%
1,842
+1,782
169
$93K 0.05%
+1,200
170
$93K 0.05%
+965
171
$92K 0.05%
+1,740
172
$92K 0.05%
+800
173
$91K 0.05%
3,452
+3,312
174
$90K 0.05%
+1,100
175
$90K 0.05%
+2,702
5 6
7
8 9