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
$399M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$477K
3
+$183K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$108K
5
MSFT icon
Microsoft
MSFT
+$104K

Top Sells

1
+$3.45M
2
+$1.12M
3
+$991K
4
PYPL icon
PayPal
PYPL
+$668K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 22.64%
2 Healthcare 8.5%
3 Financials 6.79%
4 Consumer Discretionary 5.79%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47.9K 0.01%
625
177
$46K 0.01%
1,080
178
$45.4K 0.01%
228
179
$44.2K 0.01%
700
180
$42.2K 0.01%
600
181
$40.6K 0.01%
500
+200
182
$39.5K 0.01%
97
183
$38.4K 0.01%
650
184
$37.9K 0.01%
75
185
$37.5K 0.01%
275
186
$36.9K 0.01%
324
187
$36K 0.01%
1,922
188
$35.1K 0.01%
1,665
189
$33.7K 0.01%
350
190
$32.4K 0.01%
2,100
191
$32.2K 0.01%
1,575
192
$31.7K 0.01%
695
193
$31.5K 0.01%
1,100
-829
194
$31.3K 0.01%
105
195
$31.1K 0.01%
475
196
$30.9K 0.01%
250
197
$30.7K 0.01%
220
198
$30.5K 0.01%
535
199
$29.7K 0.01%
187
-47
200
$28.9K 0.01%
2,600
6 7
8
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