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
$408M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$767K
3 +$348K
4
LRCX icon
Lam Research
LRCX
+$333K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$305K

Top Sells

1 +$658K
2 +$632K
3 +$631K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$590K

Sector Composition

1 Technology 22.15%
2 Healthcare 8.41%
3 Financials 6.88%
4 Consumer Discretionary 5.79%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EA icon
201
Electronic Arts
EA
$50B
$31.6K 0.01%
220
PNC icon
202
PNC Financial Services
PNC
$72.2B
$30.9K 0.01%
167
RJF icon
203
Raymond James Financial
RJF
$32.3B
$30.6K 0.01%
250
AXP icon
204
American Express
AXP
$254B
$29.3K 0.01%
108
TD icon
205
Toronto Dominion Bank
TD
$138B
$29.1K 0.01%
460
LOW icon
206
Lowe's Companies
LOW
$131B
$27.1K 0.01%
100
EMR icon
207
Emerson Electric
EMR
$72.9B
$24.6K 0.01%
225
SHY icon
208
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$24.5K 0.01%
295
PM icon
209
Philip Morris
PM
$239B
$24.3K 0.01%
200
IEI icon
210
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$23.9K 0.01%
200
SMH icon
211
VanEck Semiconductor ETF
SMH
$35.4B
$22.8K 0.01%
+93
IEF icon
212
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$22.1K 0.01%
225
TXN icon
213
Texas Instruments
TXN
$146B
$20.7K 0.01%
100
SPYM
214
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.2B
$19.6K ﹤0.01%
290
TLH icon
215
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$19.1K ﹤0.01%
175
USRT icon
216
iShares Core US REIT ETF
USRT
$3.16B
$18.8K ﹤0.01%
305
TLT icon
217
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$18.6K ﹤0.01%
190
SYK icon
218
Stryker
SYK
$136B
$18.1K ﹤0.01%
50
SLV icon
219
iShares Silver Trust
SLV
$23.6B
$17K ﹤0.01%
600
UL icon
220
Unilever
UL
$151B
$16.2K ﹤0.01%
250
VYMI icon
221
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$15.8K ﹤0.01%
215
VXUS icon
222
Vanguard Total International Stock ETF
VXUS
$107B
$15.7K ﹤0.01%
242
SCHF icon
223
Schwab International Equity ETF
SCHF
$52.4B
$15.6K ﹤0.01%
760
OXY.WS icon
224
Occidental Petroleum Corp Warrants
OXY.WS
$18.3B
$14.5K ﹤0.01%
487
FSLR icon
225
First Solar
FSLR
$28.7B
$14.2K ﹤0.01%
57