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
$823M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$1.69M
3 +$1.6M
4
HD icon
Home Depot
HD
+$1.19M
5
MDP
Meredith Corporation
MDP
+$947K

Top Sells

1 +$2.82M
2 +$2.21M
3 +$1.74M
4
TKR icon
Timken Company
TKR
+$1.4M
5
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$954K

Sector Composition

1 Technology 18.57%
2 Financials 12.35%
3 Healthcare 11.04%
4 Industrials 9.48%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,577