BCA
Bray Capital Advisors Portfolio holdings
AUM
$370M
1-Year Return
24.92%
This Quarter Return
+5.28%
1 Year Return
+24.92%
3 Year Return
+36.51%
5 Year Return
+105.88%
10 Year Return
+218.74%
AUM
$158M
AUM Growth
+$336K
(+0.21%)
Cap. Flow
-$5.41M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
28.96%
Holding
392
New
2
Increased
50
Reduced
48
Closed
265
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.02M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.17M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$2.97M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.26M |
| 5 |
Merck
MRK
|
+$1.31M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.52M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$3.66M |
| 3 |
iShares Gold Trust
IAU
|
+$1.7M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$1.26M |
| 5 |
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% |
