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
276
$259K 0.02%
4,599
277
$258K 0.02%
608
278
$257K 0.02%
2,094
279
$252K 0.02%
2,678
280
$252K 0.02%
1,641
281
$240K 0.02%
4,385
282
$240K 0.02%
1,417
283
$235K 0.02%
3,181
284
$233K 0.01%
4,617
285
$230K 0.01%
1,540
286
$229K 0.01%
3,713
287
$226K 0.01%
268
288
$226K 0.01%
1,593
289
$222K 0.01%
12,000
290
$211K 0.01%
1,023
291
$211K 0.01%
4,635
292
$206K 0.01%
2,311
293
$204K 0.01%
2,763
294
$203K 0.01%
22,618
8 9 10 11
12