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
101
$1.4M 0.38%
+38,654
102
$1.35M 0.37%
+54,233
103
$1.35M 0.37%
+38,796
104
$1.33M 0.37%
+158,590
105
$1.32M 0.36%
+21,773
106
$1.31M 0.36%
+13,964
107
$1.31M 0.36%
+38,304
108
$1.28M 0.35%
+61,650
109
$1.26M 0.35%
+60,730
110
$1.23M 0.34%
+35,635
111
$1.23M 0.34%
+42,900
112
$1.22M 0.33%
+14,989
113
$1.2M 0.33%
+40,795
114
$1.19M 0.33%
+26,359
115
$1.17M 0.32%
+19,229
116
$1.15M 0.32%
+26,026
117
$1.13M 0.31%
+45,000
118
$1.09M 0.3%
+25,084
119
$1.08M 0.3%
+48,155
120
$1.06M 0.29%
+21,855
121
$1.05M 0.29%
+16,010
122
$1.04M 0.29%
+19,868
123
$1.04M 0.29%
+20,000
124
$1.03M 0.28%
+17,410
125
$1.02M 0.28%
+43,512
3 4
5
6 7