BFA

Bragg Financial Advisors Portfolio holdings

AUM $2.8B
1-Year Est. Return 19.1%
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$623K
3 +$553K
4
UGI icon
UGI
UGI
+$369K
5
YUM icon
Yum! Brands
YUM
+$335K

Top Sells

1 +$1.86M
2 +$1.46M
3 +$555K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$281K
5
VV icon
Vanguard Large-Cap ETF
VV
+$277K

Sector Composition

1 Technology 17.36%
2 Healthcare 13.38%
3 Financials 12.46%
4 Consumer Staples 9.77%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$136K 0.03%
58,222
-580
227
$77K 0.02%
667
228
-1,426
229
-2,235
230
-32,304