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
$1.72B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$5.47M
3
+$5.23M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.95M
5
SNX icon
TD Synnex
SNX
+$4.63M

Top Sells

1
+$9.11M
2
+$3.31M
3
+$3.18M
4
THS icon
Treehouse Foods
THS
+$2.74M
5
EXC icon
Exelon
EXC
+$2.71M

Sector Composition

1 Technology 21.88%
2 Financials 15.53%
3 Industrials 9.45%
4 Healthcare 9.05%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.74%
92,721
+5,107
52
$12.6M 0.73%
77,670
+4,074
53
$12.3M 0.72%
149,936
+7,249
54
$12.2M 0.71%
73,071
+145
55
$12.2M 0.71%
191,219
+954
56
$12M 0.7%
326,410
+12,395
57
$11.7M 0.68%
116,118
+18,338
58
$11.6M 0.67%
97,612
+5,063
59
$11.2M 0.66%
113,460
+3,427
60
$11.2M 0.65%
31,382
+1,787
61
$11.2M 0.65%
146,139
+40,948
62
$11.2M 0.65%
69,140
-1,756
63
$11.1M 0.65%
49,907
+3,414
64
$10.9M 0.64%
56,117
+1,574
65
$10.9M 0.63%
57,503
+407
66
$10.9M 0.63%
98,501
+4,918
67
$10.4M 0.61%
223,195
+13,691
68
$10.3M 0.6%
202,975
+16,165
69
$10.3M 0.6%
163,600
+7,740
70
$10.1M 0.59%
218,549
+1,857
71
$9.88M 0.58%
4,207
+258
72
$9.6M 0.56%
96,009
+997
73
$9.53M 0.56%
81,033
+248
74
$9.24M 0.54%
108,790
+7,822
75
$9.2M 0.54%
469,283
+4,154
1 2
3
4 5