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
176
$63K 0.02%
4,403
177
$63K 0.02%
175
-20
178
$63K 0.02%
175
179
$61K 0.02%
4,205
-2,355
180
$55K 0.01%
500
181
$55K 0.01%
1,023
-786
182
$54K 0.01%
276
183
$53K 0.01%
1,025
-280
184
$53K 0.01%
630
185
$52K 0.01%
302
186
$52K 0.01%
260
187
$51K 0.01%
625
188
$50K 0.01%
346
189
$49K 0.01%
305
190
$48K 0.01%
1,922
191
$46K 0.01%
275
192
$44K 0.01%
810
193
$43K 0.01%
829
194
$42K 0.01%
216
195
$42K 0.01%
495
196
$42K 0.01%
512
-19
197
$40K 0.01%
150
198
$39K 0.01%
700
199
$39K 0.01%
335
200
$38K 0.01%
467
6 7
8
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