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
$390M
AUM Growth
-$195K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$831K
3
+$747K
4
PG icon
Procter & Gamble
PG
+$629K
5
UBER icon
Uber
UBER
+$397K

Top Sells

1
+$815K
2
+$492K
3
+$421K
4
PYPL icon
PayPal
PYPL
+$300K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$247K

Sector Composition

1 Technology 15.51%
2 Financials 9.4%
3 Healthcare 7.54%
4 Consumer Discretionary 6.68%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$130K 0.03%
584
152
$125K 0.03%
1,210
+4
153
$124K 0.03%
7,900
154
$124K 0.03%
800
155
$123K 0.03%
1,200
156
$110K 0.03%
378
157
$107K 0.03%
1,265
-100
158
$101K 0.03%
13,990
159
$97K 0.02%
1,333
+1
160
$97K 0.02%
848
161
$91K 0.02%
596
+96
162
$89K 0.02%
1,350
163
$88K 0.02%
1,833
164
$87K 0.02%
1,950
165
$81K 0.02%
1,487
166
$80K 0.02%
478
167
$80K 0.02%
800
168
$77K 0.02%
3,600
169
$77K 0.02%
446
170
$76K 0.02%
346
171
$76K 0.02%
1,322
172
$71K 0.02%
600
173
$70K 0.02%
1,380
174
$68K 0.02%
6,075
175
$67K 0.02%
878
5 6
7
8 9