BCA
Bray Capital Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+8.33%
1 Year Return
+24.92%
3 Year Return
+36.51%
5 Year Return
+105.88%
10 Year Return
+218.74%
AUM
$343M
AUM Growth
+$343M
(+6.3%)
Cap. Flow
+$232K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
33.35%
Holding
272
New
5
Increased
45
Reduced
58
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.44M |
| 2 |
Meta Platforms (Facebook)
META
|
$978K |
| 3 |
Veeva Systems
VEEV
|
$428K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$372K |
| 5 |
Medtronic
MDT
|
$211K |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Healthcare | 8.07% |
| 3 | Financials | 7.51% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Communication Services | 3.74% |
