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
$434M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$837K
3
+$564K
4
AAPL icon
Apple
AAPL
+$529K
5
UNH icon
UnitedHealth
UNH
+$469K

Top Sells

1
+$1.12M
2
+$694K
3
+$623K
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$325K
5
SYT
Syngenta Ag
SYT
+$302K

Sector Composition

1 Technology 17.11%
2 Healthcare 13.97%
3 Financials 12.32%
4 Industrials 9.72%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.52%
86,453
+2,005
77
$2.23M 0.51%
98,751
+4,800
78
$2.2M 0.51%
41,600
+1,200
79
$2.19M 0.51%
57,960
-548
80
$2.14M 0.49%
20,733
+2,938
81
$2.14M 0.49%
53,938
+1,310
82
$2.13M 0.49%
+49,720
83
$2.12M 0.49%
88,020
+2,340
84
$2.1M 0.48%
48,084
+3,064
85
$2.02M 0.47%
43,619
+2,148
86
$2.02M 0.47%
86,390
+16,875
87
$2M 0.46%
26,091
+673
88
$1.95M 0.45%
55,110
+2,450
89
$1.93M 0.45%
62,230
+2,030
90
$1.93M 0.45%
57,116
+1,532
91
$1.9M 0.44%
27,374
+4,943
92
$1.9M 0.44%
24,735
+610
93
$1.88M 0.43%
45,775
+1,250
94
$1.87M 0.43%
30,789
+261
95
$1.84M 0.42%
131,095
+3,615
96
$1.79M 0.41%
48,419
-1,559
97
$1.78M 0.41%
46,074
+1,900
98
$1.77M 0.41%
29,411
+13,862
99
$1.76M 0.41%
90,712
+2,575
100
$1.71M 0.39%
45,300
+5,190
2 3
4
5 6