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
$1.56B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$954K
2
+$402K
3
+$259K

Sector Composition

1 Technology 22.11%
2 Financials 15.58%
3 Industrials 9.51%
4 Consumer Discretionary 9.17%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.31M 0.21%
74,347
127
$3.29M 0.21%
8
128
$3.28M 0.21%
15,012
129
$3.22M 0.21%
136,420
130
$3.03M 0.19%
202,285
131
$2.92M 0.19%
8,713
132
$2.84M 0.18%
29,109
133
$2.69M 0.17%
45,396
134
$2.67M 0.17%
25,904
135
$2.63M 0.17%
17,350
136
$2.58M 0.17%
229,933
137
$2.53M 0.16%
32,017
138
$2.49M 0.16%
51,689
139
$2.36M 0.15%
6,332
140
$2.36M 0.15%
8,628
141
$2.32M 0.15%
18,183
142
$2.23M 0.14%
42,553
143
$2.23M 0.14%
37,221
144
$2.16M 0.14%
42,853
145
$2.09M 0.13%
8,817
146
$2.06M 0.13%
30,805
147
$2.04M 0.13%
13,905
148
$1.91M 0.12%
123,174
149
$1.9M 0.12%
10,420
150
$1.8M 0.12%
17,704
4 5
6
7 8