BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.02B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$954K
2
+$402K
3
+$259K

Sector Composition

1 Technology 22.11%
2 Financials 15.58%
3 Industrials 9.51%
4 Consumer Discretionary 9.17%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$493K 0.03%
2,059
227
$480K 0.03%
890
228
$480K 0.03%
2,244
229
$477K 0.03%
11,251
230
$477K 0.03%
480
-960
231
$456K 0.03%
11,437
232
$441K 0.03%
5,193
233
$439K 0.03%
2,245
234
$436K 0.03%
5,548
235
$436K 0.03%
12,306
236
$434K 0.03%
4,681
237
$430K 0.03%
10,920
238
$430K 0.03%
3,057
239
$416K 0.03%
6,047
240
$416K 0.03%
16,923
241
$413K 0.03%
3,971
-3,864
242
$411K 0.03%
2,629
243
$411K 0.03%
1,779
244
$400K 0.03%
4,941
245
$393K 0.03%
4,962
246
$389K 0.02%
9,983
247
$388K 0.02%
10,000
248
$386K 0.02%
4,108
249
$384K 0.02%
3,425
250
$381K 0.02%
2,198
8 9
10
11 12