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
$434M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$837K
3 +$564K
4
AAPL icon
Apple
AAPL
+$529K
5
UNH icon
UnitedHealth
UNH
+$469K

Top Sells

1 +$1.12M
2 +$694K
3 +$623K
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$325K
5
SYT
Syngenta Ag
SYT
+$302K

Sector Composition

1 Technology 17.11%
2 Healthcare 13.97%
3 Financials 12.32%
4 Industrials 9.72%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$206K 0.05%
1,923
227
$200K 0.05%
13,011
228
$97K 0.02%
45,084
-13,138
229
$49K 0.01%
667
230
-38,645
231
-31,870
232
-3,181