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
51
$2.35M 0.64%
+21,150
52
$2.33M 0.64%
+47,702
53
$2.28M 0.63%
+21,683
54
$2.27M 0.62%
+20,935
55
$2.25M 0.62%
+92,115
56
$2.25M 0.62%
+117,600
57
$2.24M 0.61%
+59,071
58
$2.19M 0.6%
+25,836
59
$2.17M 0.59%
+50,560
60
$2.15M 0.59%
+101,365
61
$2.15M 0.59%
+27,554
62
$2.08M 0.57%
+81,613
63
$2.07M 0.57%
+40,231
64
$2.04M 0.56%
+31,353
65
$2.02M 0.55%
+61,970
66
$1.98M 0.54%
+90,067
67
$1.96M 0.54%
+57,837
68
$1.94M 0.53%
+67,778
69
$1.94M 0.53%
+7,696
70
$1.93M 0.53%
+25,561
71
$1.93M 0.53%
+33,105
72
$1.93M 0.53%
+57,001
73
$1.9M 0.52%
+67,655
74
$1.85M 0.51%
+63,538
75
$1.85M 0.51%
+47,915
1 2
3
4 5