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
251
$430K 0.03%
2,890
-898
252
$430K 0.03%
5,502
-12,178
253
$429K 0.03%
4,595
-86
254
$428K 0.02%
2,208
+10
255
$426K 0.02%
19,000
256
$420K 0.02%
952
-71
257
$414K 0.02%
+3,233
258
$410K 0.02%
2,223
-22
259
$406K 0.02%
5,259
+942
260
$406K 0.02%
5,777
+117
261
$402K 0.02%
8,024
+2,069
262
$400K 0.02%
10,045
+3,715
263
$383K 0.02%
2,753
-2,536
264
$379K 0.02%
5,797
-250
265
$377K 0.02%
3,141
+84
266
$376K 0.02%
1,623
-14
267
$374K 0.02%
4,755
-1,198
268
$374K 0.02%
900
+81
269
$364K 0.02%
10,000
270
$363K 0.02%
18,011
271
$361K 0.02%
+9,809
272
$357K 0.02%
6,024
+240
273
$326K 0.02%
1,082
+602
274
$324K 0.02%
+2,020
275
$321K 0.02%
3,488
-620
9 10
11
12 13