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
$1.72B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.47M
3
+$5.23M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.95M
5
SNX icon
TD Synnex
SNX
+$4.63M

Top Sells

1
+$9.11M
2
+$3.31M
3
+$3.18M
4
THS icon
Treehouse Foods
THS
+$2.74M
5
EXC icon
Exelon
EXC
+$2.71M

Sector Composition

1 Technology 21.88%
2 Financials 15.53%
3 Industrials 9.45%
4 Healthcare 9.05%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.03%
1,516
+565
227
$564K 0.03%
14,905
228
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229
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230
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231
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232
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233
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237
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238
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240
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241
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242
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243
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244
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246
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2,753
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247
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248
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6,009
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249
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250
$434K 0.03%
903
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10
11 12