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
$399M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$477K
3 +$183K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$108K
5
MSFT icon
Microsoft
MSFT
+$104K

Top Sells

1 +$3.45M
2 +$1.12M
3 +$991K
4
PYPL icon
PayPal
PYPL
+$668K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 22.64%
2 Healthcare 8.5%
3 Financials 6.79%
4 Consumer Discretionary 5.79%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26K 0.01%
167
202
$25.3K 0.01%
460
203
$25K 0.01%
108
204
$24.8K 0.01%
225
205
$24.4K 0.01%
375
206
$24.1K 0.01%
295
207
$23.1K 0.01%
200
208
$22K 0.01%
100
209
$21.1K 0.01%
225
210
$20.3K 0.01%
200
211
$20K 0.01%
487
212
$19.5K ﹤0.01%
100
213
$18.6K ﹤0.01%
290
214
$18K ﹤0.01%
175
215
$17.4K ﹤0.01%
190
216
$17K ﹤0.01%
50
217
$16.3K ﹤0.01%
305
218
$15.9K ﹤0.01%
600
219
$14.7K ﹤0.01%
215
220
$14.6K ﹤0.01%
760
221
$14.6K ﹤0.01%
242
222
$13.7K ﹤0.01%
250
223
$12.9K ﹤0.01%
57
224
$11.6K ﹤0.01%
122
225
$9.02K ﹤0.01%
380