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
$434M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$837K
3
+$564K
4
AAPL icon
Apple
AAPL
+$529K
5
UNH icon
UnitedHealth
UNH
+$469K

Top Sells

1
+$1.12M
2
+$694K
3
+$623K
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$325K
5
SYT
Syngenta Ag
SYT
+$302K

Sector Composition

1 Technology 17.11%
2 Healthcare 13.97%
3 Financials 12.32%
4 Industrials 9.72%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 1.01%
133,013
+8,258
27
$4.36M 1%
124,480
+9,954
28
$4.34M 1%
75,863
+6,090
29
$4.33M 1%
30,918
+2,027
30
$4.24M 0.98%
46,178
+1,832
31
$4.09M 0.94%
46,682
-206
32
$4.08M 0.94%
30,985
+794
33
$4.06M 0.94%
35,757
+1,115
34
$4.03M 0.93%
146,916
+7,305
35
$3.87M 0.89%
28,064
+671
36
$3.79M 0.87%
66,331
+2,646
37
$3.75M 0.86%
77,199
+8,984
38
$3.72M 0.86%
38,921
+3,640
39
$3.68M 0.85%
49,522
+1,989
40
$3.67M 0.85%
143,562
+12,247
41
$3.6M 0.83%
51,245
+1,645
42
$3.54M 0.82%
56,863
+4,895
43
$3.5M 0.81%
63,320
+1,730
44
$3.47M 0.8%
44,502
+5,974
45
$3.45M 0.79%
35,600
+2,910
46
$3.36M 0.77%
30,419
+789
47
$3.34M 0.77%
35,083
+586
48
$3.32M 0.76%
47,857
+1,469
49
$3.31M 0.76%
40,313
+2,825
50
$3.27M 0.75%
19,546
+920
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