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
201
$70K 0.04%
+1,930
202
$69K 0.04%
+750
203
$69K 0.04%
+2,120
204
$66K 0.04%
+1,700
205
$65K 0.04%
+2,920
206
$64K 0.04%
+755
207
$64K 0.04%
+2,060
208
$61K 0.04%
+3,250
209
$61K 0.04%
+525
210
$60K 0.03%
+550
211
$58K 0.03%
+3,802
212
$57K 0.03%
+1,175
213
$56K 0.03%
+2,500
214
$56K 0.03%
+2,400
215
$55K 0.03%
+1,142
216
$55K 0.03%
+2,624
217
$53K 0.03%
+1,375
218
$52K 0.03%
+905
219
$51K 0.03%
+3,000
220
$50K 0.03%
+400
221
$50K 0.03%
+1,492
222
$49K 0.03%
+1,329
223
$49K 0.03%
+2,624
224
$49K 0.03%
+1,050
225
$48K 0.03%
+2,500
7 8
9
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