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
$365M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.34M
3
+$6.12M
4
MCD icon
McDonald's
MCD
+$5.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.46%
2 Healthcare 12.09%
3 Financials 10.84%
4 Consumer Staples 9.96%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.93%
+127,207
27
$3.39M 0.93%
+67,326
28
$3.39M 0.93%
+143,409
29
$3.35M 0.92%
+125,939
30
$3.23M 0.88%
+128,886
31
$3.23M 0.88%
+39,170
32
$3.18M 0.87%
+52,577
33
$3.04M 0.83%
+41,402
34
$3.03M 0.83%
+37,067
35
$3.03M 0.83%
+138,156
36
$3.02M 0.83%
+52,702
37
$2.83M 0.78%
+66,644
38
$2.69M 0.74%
+29,374
39
$2.68M 0.73%
+188,348
40
$2.63M 0.72%
+33,904
41
$2.61M 0.71%
+58,813
42
$2.53M 0.69%
+31,984
43
$2.52M 0.69%
+29,735
44
$2.5M 0.69%
+71,737
45
$2.48M 0.68%
+133,190
46
$2.47M 0.68%
+60,465
47
$2.46M 0.68%
+27,009
48
$2.46M 0.67%
+35,727
49
$2.44M 0.67%
+35,556
50
$2.36M 0.65%
+169,933
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2
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