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
$2.43B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$2.43M
3
+$2.36M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.67M
5
MSFT icon
Microsoft
MSFT
+$1.59M

Top Sells

1
+$5.31M
2
+$2.91M
3
+$2.63M
4
INTC icon
Intel
INTC
+$2.59M
5
CSW
CSW Industrials
CSW
+$1.94M

Sector Composition

1 Technology 25.76%
2 Financials 14.63%
3 Industrials 9.34%
4 Consumer Discretionary 8.66%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$332K 0.01%
5,391
277
$329K 0.01%
3,167
-242
278
$328K 0.01%
1,550
+33
279
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280
$320K 0.01%
4,100
281
$312K 0.01%
618
282
$311K 0.01%
2,360
283
$310K 0.01%
1,182
-2
284
$304K 0.01%
8,263
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285
$301K 0.01%
5,259
286
$298K 0.01%
7,326
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287
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1,174
-18
288
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2,858
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289
$289K 0.01%
3,130
290
$289K 0.01%
1,187
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291
$284K 0.01%
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292
$278K 0.01%
6,222
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293
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294
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1,472
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295
$268K 0.01%
2,178
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296
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517
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297
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926
-67
298
$266K 0.01%
2,835
-125
299
$263K 0.01%
2,521
300
$261K 0.01%
2,154
-747
9 10 11
12
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