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
$363M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.49M
3
+$1.66M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.09M
5
BN icon
Brookfield
BN
+$1.03M

Top Sells

1
+$13M
2
+$730K
3
+$545K
4
PYPL icon
PayPal
PYPL
+$390K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$321K

Sector Composition

1 Technology 15.14%
2 Financials 9.49%
3 Healthcare 8.3%
4 Consumer Discretionary 7.08%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$35K 0.01%
150
202
$35K 0.01%
1,575
203
$35K 0.01%
400
204
$35K 0.01%
1,680
205
$35K 0.01%
1,605
206
$34K 0.01%
750
207
$33K 0.01%
303
208
$29K 0.01%
167
209
$28K 0.01%
475
210
$26K 0.01%
200
211
$26K 0.01%
105
212
$26K 0.01%
190
213
$25K 0.01%
97
214
$25K 0.01%
275
215
$25K 0.01%
199
216
$25K 0.01%
225
217
$25K 0.01%
750
218
$25K 0.01%
300
219
$25K 0.01%
295
220
$25K 0.01%
175
221
$25K 0.01%
400
-520
222
$24K 0.01%
75
223
$24K 0.01%
90
224
$23K 0.01%
363
-666
225
$22K 0.01%
+160
7 8
9
10 11