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
151
$767K 0.18%
21,868
-674
152
$765K 0.18%
3,785
+975
153
$753K 0.17%
13,600
+150
154
$750K 0.17%
9,372
-516
155
$735K 0.17%
6,898
156
$726K 0.17%
17,400
157
$722K 0.17%
5,328
+188
158
$720K 0.17%
31,021
+790
159
$713K 0.16%
32,505
+985
160
$669K 0.15%
5,485
+2,545
161
$668K 0.15%
24,624
+730
162
$664K 0.15%
4,300
163
$663K 0.15%
10,132
+608
164
$663K 0.15%
10,142
+575
165
$644K 0.15%
6,017
+110
166
$630K 0.15%
29,240
+655
167
$617K 0.14%
17,105
168
$616K 0.14%
40,037
+564
169
$582K 0.13%
9,505
-305
170
$581K 0.13%
6,875
+254
171
$556K 0.13%
10,257
172
$550K 0.13%
5,030
+3,025
173
$544K 0.13%
4,285
+195
174
$539K 0.12%
16,393
+2,973
175
$532K 0.12%
15,000
5 6
7
8 9