BCA
Bray Capital Advisors Portfolio holdings
AUM
$370M
This Quarter Return
+8.4%
1 Year Return
+24.92%
3 Year Return
+36.51%
5 Year Return
+105.88%
10 Year Return
+218.74%
AUM
$281M
AUM Growth
+$281M
(+9.9%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
31.96%
Holding
348
New
3
Increased
53
Reduced
59
Closed
84
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.67M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.82M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.54M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.22M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$1.17M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$2.82M |
| 2 |
FedEx
FDX
|
$1.31M |
| 3 |
Carnival Corp
CCL
|
$1.23M |
| 4 |
Exxon Mobil
XOM
|
$1.21M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.04M |
Sector Composition
| 1 | Technology | 11.57% |
| 2 | Financials | 11.03% |
| 3 | Healthcare | 8.67% |
| 4 | Consumer Discretionary | 6.96% |
| 5 | Communication Services | 5.23% |
