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
176
$90K 0.05%
+2,000
177
$89K 0.05%
+4,500
178
$88K 0.05%
+2,635
179
$87K 0.05%
2,156
+1,960
180
$87K 0.05%
+1,400
181
$86K 0.05%
+1,500
182
$85K 0.05%
+1,572
183
$82K 0.05%
+2,000
184
$82K 0.05%
+4,890
185
$82K 0.05%
+37
186
$80K 0.05%
+695
187
$80K 0.05%
+750
188
$79K 0.05%
456
-600
189
$75K 0.04%
+108
190
$74K 0.04%
+2,000
191
$73K 0.04%
+5,223
192
$73K 0.04%
+707
193
$73K 0.04%
+4,000
194
$73K 0.04%
+4,680
195
$72K 0.04%
+900
196
$72K 0.04%
+756
197
$72K 0.04%
+1,593
198
$71K 0.04%
+1,801
199
$71K 0.04%
+1,600
200
$70K 0.04%
+1,045
6 7
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