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
51
$3.26M 0.75%
132,201
+8,445
52
$3.23M 0.74%
27,449
+760
53
$3.17M 0.73%
78,860
+7,420
54
$3.11M 0.72%
118,820
+3,280
55
$3.06M 0.71%
89,630
+2,370
56
$3.04M 0.7%
37,345
+1,080
57
$2.87M 0.66%
28,366
+2,374
58
$2.79M 0.64%
23,563
+3,965
59
$2.74M 0.63%
40,290
+890
60
$2.74M 0.63%
23,007
+2,392
61
$2.7M 0.62%
112,746
+5,257
62
$2.66M 0.61%
26,570
+2,670
63
$2.64M 0.61%
24,454
+776
64
$2.62M 0.6%
26,379
+2,698
65
$2.6M 0.6%
95,516
+12,622
66
$2.59M 0.6%
89,706
-1,007
67
$2.56M 0.59%
36,073
+435
68
$2.56M 0.59%
37,140
+5,836
69
$2.41M 0.56%
49,462
+1,350
70
$2.41M 0.56%
85,314
+13,180
71
$2.39M 0.55%
11
+2
72
$2.38M 0.55%
40,679
+1,370
73
$2.35M 0.54%
170,043
+4,425
74
$2.31M 0.53%
36,280
+1,742
75
$2.28M 0.53%
58,574
+2,213
1 2
3
4 5