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
276
$307K 0.02%
1,896
+255
277
$296K 0.02%
+1,156
278
$291K 0.02%
3,329
279
$291K 0.02%
3,280
280
$289K 0.02%
2,700
-63
281
$289K 0.02%
1,485
+100
282
$288K 0.02%
1,375
+352
283
$286K 0.02%
1,555
+138
284
$281K 0.02%
12,300
-5,000
285
$280K 0.02%
2,856
+178
286
$279K 0.02%
1,763
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287
$268K 0.02%
2,858
-613
288
$267K 0.02%
+1,248
289
$267K 0.02%
4,661
+948
290
$251K 0.01%
613
+5
291
$243K 0.01%
+3,811
292
$243K 0.01%
2,411
+100
293
$243K 0.01%
+9,675
294
$241K 0.01%
+4,849
295
$237K 0.01%
+5,732
296
$235K 0.01%
+4,275
297
$230K 0.01%
2,088
-6
298
$226K 0.01%
+3,936
299
$225K 0.01%
+6,248
300
$224K 0.01%
4,325
-60
9 10 11
12
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