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
$281M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.82M
3
+$1.54M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.22M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.17M

Top Sells

1
+$2.82M
2
+$1.31M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$1.21M
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30K 0.01%
450
+150
202
$30K 0.01%
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$29K 0.01%
150
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920
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-136
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$25K 0.01%
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295
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$25K 0.01%
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215
$23K 0.01%
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$22K 0.01%
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+1
217
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750
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$21K 0.01%
275
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$21K 0.01%
460
220
$20K 0.01%
348
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$20K 0.01%
465
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645
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$20K 0.01%
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$19K 0.01%
305
225
$17K 0.01%
76
7 8
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