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
$2.43B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$2.43M
3
+$2.36M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.67M
5
MSFT icon
Microsoft
MSFT
+$1.59M

Top Sells

1
+$5.31M
2
+$2.91M
3
+$2.63M
4
INTC icon
Intel
INTC
+$2.59M
5
CSW
CSW Industrials
CSW
+$1.94M

Sector Composition

1 Technology 25.76%
2 Financials 14.63%
3 Industrials 9.34%
4 Consumer Discretionary 8.66%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.1M 0.66%
141,677
+202
52
$15.9M 0.65%
161,280
+3,769
53
$15.8M 0.65%
323,785
+1,114
54
$15.7M 0.64%
512,816
+1,752
55
$15.5M 0.64%
344,199
+4,199
56
$15.4M 0.63%
127,151
+438
57
$15.2M 0.63%
30,807
+25
58
$15.2M 0.63%
1,001,741
+8,596
59
$15.2M 0.63%
3,610
-33
60
$15.2M 0.62%
129,164
-803
61
$15.2M 0.62%
76,855
-1,474
62
$14.8M 0.61%
106,350
+96
63
$14.8M 0.61%
66,884
+2,501
64
$14.8M 0.61%
780,394
+1,488
65
$14.6M 0.6%
90,305
+950
66
$14.6M 0.6%
89,145
+4,269
67
$14.4M 0.59%
58,558
+127
68
$14.1M 0.58%
120,524
+2,215
69
$13.8M 0.57%
395,787
-75,116
70
$13.8M 0.57%
634,520
+4,546
71
$13.5M 0.56%
65,547
+1,434
72
$13.5M 0.56%
79,498
+4,035
73
$13.5M 0.56%
149,869
+1,655
74
$13.3M 0.55%
52,536
-1,813
75
$13.1M 0.54%
114,969
+1,237
1 2
3
4 5