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
$345M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$3.23M
3 +$3.15M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$843K

Top Sells

1 +$1.03M
2 +$993K
3 +$901K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$699K
5
PHG icon
Philips
PHG
+$634K

Sector Composition

1 Technology 18.91%
2 Financials 8.84%
3 Healthcare 7.42%
4 Consumer Discretionary 7.37%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$34K 0.01%
495
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$33K 0.01%
400
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$31K 0.01%
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$31K 0.01%
+1,668
207
$30K 0.01%
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750
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750
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$20K 0.01%
75