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
126
$1.09M 0.25%
13,822
+312
127
$1.07M 0.25%
15,144
+276
128
$1.07M 0.25%
12,534
+220
129
$1.07M 0.25%
20,655
+485
130
$1.05M 0.24%
16,589
+791
131
$1.04M 0.24%
9,498
+696
132
$1.03M 0.24%
24,062
+1,430
133
$1.01M 0.23%
2,918
+70
134
$970K 0.22%
14,312
-4,449
135
$944K 0.22%
13,905
+69
136
$934K 0.22%
7,042
+196
137
$922K 0.21%
6,142
138
$910K 0.21%
120,000
139
$899K 0.21%
9,928
-1,037
140
$892K 0.21%
20,128
+532
141
$892K 0.21%
72,541
+1,930
142
$889K 0.2%
10,451
143
$825K 0.19%
20,155
-16,960
144
$811K 0.19%
13,395
+6
145
$809K 0.19%
13,416
-996
146
$803K 0.19%
9,978
+2,140
147
$785K 0.18%
13,956
+256
148
$781K 0.18%
14,796
-436
149
$773K 0.18%
38,727
-146
150
$772K 0.18%
64,831
+2,315
4 5
6
7 8