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
$560M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.56M
3
+$1.29M
4
DELL icon
Dell
DELL
+$914K
5
VSTO
Vista Outdoor Inc.
VSTO
+$797K

Top Sells

1
+$4.67M
2
+$2.67M
3
+$1.36M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.34M
5
ATW
Atwood Oceanics
ATW
+$1.27M

Sector Composition

1 Technology 17.19%
2 Financials 12.01%
3 Healthcare 11.9%
4 Industrials 11.65%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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255
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-6,977
256
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-3,140
257
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-101,306
258
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-171,992
259
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-27,300
7 8 9 10
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