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
$2.43B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$2.43M
3
+$2.36M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.67M
5
MSFT icon
Microsoft
MSFT
+$1.59M

Top Sells

1
+$5.31M
2
+$2.91M
3
+$2.63M
4
INTC icon
Intel
INTC
+$2.59M
5
CSW
CSW Industrials
CSW
+$1.94M

Sector Composition

1 Technology 25.76%
2 Financials 14.63%
3 Industrials 9.34%
4 Consumer Discretionary 8.66%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$745K 0.03%
1,050
+177
227
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5,423
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228
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231
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232
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233
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234
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236
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237
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246
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247
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248
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249
$470K 0.02%
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250
$448K 0.02%
5,360
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8 9
10
11 12