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
$624M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.48M
3
+$1.4M
4
PRU icon
Prudential Financial
PRU
+$1.26M
5
PEP icon
PepsiCo
PEP
+$1.22M

Top Sells

1
+$2.03M
2
+$1.96M
3
+$1.79M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.68M
5
CAMP
CalAmp Corp.
CAMP
+$1.65M

Sector Composition

1 Technology 17.86%
2 Financials 13.11%
3 Industrials 11.68%
4 Healthcare 11.26%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.34M 0.7%
36,240
+2,297
52
$4.31M 0.69%
105,072
+220
53
$4.26M 0.68%
30,088
+265
54
$4.25M 0.68%
258,547
+1,535
55
$4.25M 0.68%
86,031
+433
56
$4.23M 0.68%
77,707
-4,579
57
$4.21M 0.67%
44,807
+100
58
$4.16M 0.67%
83,497
+4,800
59
$4.07M 0.65%
117,540
+930
60
$4.02M 0.64%
37,949
+2,927
61
$3.93M 0.63%
29,032
+298
62
$3.79M 0.61%
23,712
-179
63
$3.73M 0.6%
124,394
+270
64
$3.71M 0.6%
46,832
-11,221
65
$3.66M 0.59%
53,297
-14,865
66
$3.65M 0.59%
65,254
+5,896
67
$3.62M 0.58%
363,672
+8,700
68
$3.62M 0.58%
41,198
+3,471
69
$3.61M 0.58%
34,175
-10,600
70
$3.61M 0.58%
43,872
-837
71
$3.6M 0.58%
41,633
-4,080
72
$3.51M 0.56%
81,383
+1,690
73
$3.47M 0.56%
91,856
+15,985
74
$3.47M 0.56%
70,046
+150
75
$3.45M 0.55%
20,581
+1,227
1 2
3
4 5