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
$624M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.48M
3
+$1.4M
4
PRU icon
Prudential Financial
PRU
+$1.26M
5
PEP icon
PepsiCo
PEP
+$1.22M

Top Sells

1
+$2.03M
2
+$1.96M
3
+$1.79M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.68M
5
CAMP
CalAmp Corp.
CAMP
+$1.65M

Sector Composition

1 Technology 17.86%
2 Financials 13.11%
3 Industrials 11.68%
4 Healthcare 11.26%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.54%
131,910
+4,641
77
$3.35M 0.54%
80,947
+315
78
$3.33M 0.53%
30,780
-780
79
$3.31M 0.53%
77,832
+175
80
$3.25M 0.52%
167,449
-6,576
81
$3.2M 0.51%
43,175
+6,325
82
$3.15M 0.51%
69,795
+445
83
$3.15M 0.51%
43,098
-1,120
84
$3.05M 0.49%
76,975
+165
85
$3M 0.48%
59,070
-882
86
$2.91M 0.47%
58,552
+3,873
87
$2.89M 0.46%
25,226
-195
88
$2.88M 0.46%
55,415
+480
89
$2.88M 0.46%
36,862
+3,594
90
$2.79M 0.45%
34,328
-170
91
$2.79M 0.45%
41,968
+18,909
92
$2.77M 0.44%
33,787
-106
93
$2.74M 0.44%
53,282
-4,106
94
$2.67M 0.43%
50,605
+325
95
$2.67M 0.43%
60,146
+3,518
96
$2.66M 0.43%
36,478
97
$2.62M 0.42%
61,680
+1,460
98
$2.6M 0.42%
45,344
+3,155
99
$2.56M 0.41%
30,998
+409
100
$2.52M 0.4%
32,548
-475
2 3
4
5 6