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
151
$172K 0.08%
3,244
-20,800
152
$170K 0.08%
+5,000
153
$170K 0.08%
2,375
154
$168K 0.07%
4,750
155
$164K 0.07%
1,885
156
$163K 0.07%
2,135
157
$162K 0.07%
1,623
-415
158
$157K 0.07%
+1,300
159
$154K 0.07%
2,000
160
$152K 0.07%
3,128
-240
161
$146K 0.06%
3,400
162
$139K 0.06%
2,750
+750
163
$137K 0.06%
2,300
164
$130K 0.06%
375
165
$130K 0.06%
3,810
166
$125K 0.06%
2,915
+70
167
$123K 0.05%
+925
168
$117K 0.05%
3,342
169
$116K 0.05%
+855
170
$110K 0.05%
1,410
-100
171
$109K 0.05%
4,000
172
$107K 0.05%
228
-8
173
$107K 0.05%
4,172
174
$106K 0.05%
1,400
175
$106K 0.05%
1,592
5 6
7
8 9