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
$365M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.34M
3
+$6.12M
4
MCD icon
McDonald's
MCD
+$5.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.46%
2 Healthcare 12.09%
3 Financials 10.84%
4 Consumer Staples 9.96%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.5%
+86,520
77
$1.8M 0.49%
+40,960
78
$1.8M 0.49%
+43,470
79
$1.77M 0.49%
+37,640
80
$1.77M 0.48%
+36,780
81
$1.76M 0.48%
+71,472
82
$1.74M 0.48%
+127,965
83
$1.64M 0.45%
+48,486
84
$1.63M 0.45%
+13,701
85
$1.61M 0.44%
+23,831
86
$1.59M 0.44%
+45,544
87
$1.58M 0.43%
+25,794
88
$1.57M 0.43%
+56,694
89
$1.56M 0.43%
+18,647
90
$1.53M 0.42%
+32,394
91
$1.53M 0.42%
+25,286
92
$1.52M 0.42%
+9
93
$1.49M 0.41%
+99,885
94
$1.48M 0.4%
+44,030
95
$1.47M 0.4%
+18,888
96
$1.46M 0.4%
+17,600
97
$1.46M 0.4%
+89,197
98
$1.46M 0.4%
+50,627
99
$1.42M 0.39%
+38,000
100
$1.42M 0.39%
+35,334
2 3
4
5 6