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
251
$375K 0.02%
1,047
252
$373K 0.02%
3,788
253
$370K 0.02%
2,212
254
$368K 0.02%
26,192
255
$360K 0.02%
3,175
256
$359K 0.02%
19,000
257
$359K 0.02%
1,637
258
$355K 0.02%
17,300
259
$355K 0.02%
5,784
260
$353K 0.02%
1,023
261
$349K 0.02%
5,660
262
$342K 0.02%
4,317
263
$329K 0.02%
3,471
264
$324K 0.02%
3,329
265
$323K 0.02%
819
266
$318K 0.02%
3,974
267
$317K 0.02%
5,955
268
$314K 0.02%
18,011
269
$312K 0.02%
7,457
270
$292K 0.02%
5,032
271
$291K 0.02%
2,500
272
$287K 0.02%
3,660
273
$285K 0.02%
3,280
274
$275K 0.02%
6,330
275
$260K 0.02%
1,385
8 9 10
11
12