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
101
$1.64M 0.38%
6,951
+323
102
$1.61M 0.37%
37,960
+1,315
103
$1.61M 0.37%
20,150
+3,718
104
$1.6M 0.37%
13,071
+93
105
$1.6M 0.37%
48,527
+1,370
106
$1.53M 0.35%
10,621
+2,250
107
$1.39M 0.32%
34,159
+1,609
108
$1.33M 0.31%
23,465
+1,070
109
$1.31M 0.3%
11,850
+760
110
$1.29M 0.3%
20,831
+492
111
$1.23M 0.28%
11,733
+1,306
112
$1.2M 0.28%
29,045
+5,640
113
$1.2M 0.28%
19,652
+5
114
$1.18M 0.27%
8,725
+50
115
$1.18M 0.27%
130,621
+6,225
116
$1.18M 0.27%
36,118
+1,012
117
$1.17M 0.27%
12,715
+585
118
$1.17M 0.27%
44,784
+8,192
119
$1.17M 0.27%
12,033
+2,125
120
$1.16M 0.27%
10,000
121
$1.14M 0.26%
12,950
+450
122
$1.13M 0.26%
18,441
+455
123
$1.12M 0.26%
13,269
+2,198
124
$1.12M 0.26%
23,478
+124
125
$1.09M 0.25%
19,596
+555
3 4
5
6 7