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
$1.56B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$954K
2
+$402K
3
+$259K

Sector Composition

1 Technology 22.11%
2 Financials 15.58%
3 Industrials 9.51%
4 Consumer Discretionary 9.17%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.72%
52,532
52
$11.2M 0.72%
216,692
53
$11.1M 0.71%
56,456
54
$10.9M 0.7%
92,549
55
$10.8M 0.69%
171,154
56
$10.8M 0.69%
105,191
57
$10.8M 0.69%
57,096
58
$10.7M 0.69%
142,687
59
$10.3M 0.66%
486,548
60
$10.3M 0.66%
80,785
61
$10.3M 0.66%
29,595
62
$10.2M 0.66%
22,803
63
$10.1M 0.65%
234,647
64
$10.1M 0.65%
186,810
65
$10M 0.64%
97,780
66
$9.97M 0.64%
286,297
67
$9.54M 0.61%
144,578
68
$9.46M 0.61%
110,033
69
$9.37M 0.6%
3,949
70
$9.34M 0.6%
465,129
71
$9.31M 0.6%
93,583
72
$9.3M 0.6%
35,741
73
$9.17M 0.59%
190,265
74
$8.94M 0.57%
315,930
75
$8.89M 0.57%
70,896
1 2
3
4 5