BCA
Bray Capital Advisors Portfolio holdings
AUM
$370M
1-Year Return
24.92%
This Quarter Return
-0.28%
1 Year Return
+24.92%
3 Year Return
+36.51%
5 Year Return
+105.88%
10 Year Return
+218.74%
AUM
$390M
AUM Growth
-$195K
(-0.05%)
Cap. Flow
+$2.87M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
34.28%
Holding
273
New
8
Increased
56
Reduced
47
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.83M |
| 2 |
Fiserv
FI
|
$831K |
| 3 |
CF Industries
CF
|
$747K |
| 4 |
Procter & Gamble
PG
|
$629K |
| 5 |
Uber
UBER
|
$397K |
Top Sells
| 1 |
Vanguard Financials ETF
VFH
|
$815K |
| 2 |
NVIDIA
NVDA
|
$492K |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$421K |
| 4 |
PayPal
PYPL
|
$300K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$247K |
Sector Composition
| 1 | Technology | 15.51% |
| 2 | Financials | 9.4% |
| 3 | Healthcare | 7.54% |
| 4 | Consumer Discretionary | 6.68% |
| 5 | Communication Services | 6.34% |
