BFA
Bragg Financial Advisors Portfolio holdings
AUM
$2.8B
1-Year Return
19.1%
This Quarter Return
+9.67%
1 Year Return
+19.1%
3 Year Return
+72.98%
5 Year Return
+136.96%
10 Year Return
+300.85%
AUM
$1.56B
AUM Growth
+$0
(0%)
Cap. Flow
-$1.61M
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
17.35%
Holding
294
New
–
Increased
–
Reduced
3
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$954K |
| 2 |
Dell
DELL
|
$402K |
| 3 |
IBM
IBM
|
$259K |
Sector Composition
| 1 | Technology | 22.11% |
| 2 | Financials | 15.58% |
| 3 | Industrials | 9.51% |
| 4 | Consumer Discretionary | 9.17% |
| 5 | Healthcare | 8.58% |
