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
151
$1.78M 0.11%
6,507
152
$1.78M 0.11%
23,510
153
$1.75M 0.11%
32,968
154
$1.69M 0.11%
28,500
155
$1.68M 0.11%
56,650
156
$1.66M 0.11%
20,194
157
$1.65M 0.11%
8,402
158
$1.62M 0.1%
17,971
159
$1.6M 0.1%
4,076
160
$1.6M 0.1%
78,450
161
$1.59M 0.1%
22,518
162
$1.58M 0.1%
14,576
163
$1.57M 0.1%
12,790
164
$1.54M 0.1%
15,088
165
$1.52M 0.1%
3,794
166
$1.52M 0.1%
7,901
167
$1.5M 0.1%
5,698
168
$1.46M 0.09%
17,680
169
$1.38M 0.09%
5,568
170
$1.34M 0.09%
26,536
171
$1.33M 0.09%
16,899
172
$1.3M 0.08%
6,500
173
$1.25M 0.08%
29,443
174
$1.24M 0.08%
4,174
175
$1.22M 0.08%
12,059
5 6
7
8 9