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
$284M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$914K
3 +$687K
4
ST icon
Sensata Technologies
ST
+$670K
5
VFH icon
Vanguard Financials ETF
VFH
+$627K

Top Sells

1 +$3.13M
2 +$556K
3 +$531K
4
IYE icon
iShares US Energy ETF
IYE
+$530K
5
AMZN icon
Amazon
AMZN
+$438K

Sector Composition

1 Technology 15.24%
2 Financials 9.03%
3 Healthcare 8.67%
4 Consumer Discretionary 8.13%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$29K 0.01%
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202
$29K 0.01%
175
203
$27K 0.01%
225
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-5,415
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$16K 0.01%
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$15K 0.01%
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225
$15K 0.01%
75