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
$365M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.34M
3
+$6.12M
4
MCD icon
McDonald's
MCD
+$5.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.46%
2 Healthcare 12.09%
3 Financials 10.84%
4 Consumer Staples 9.96%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$434K 0.12%
+20,895
177
$430K 0.12%
+6,905
178
$426K 0.12%
+6,527
179
$418K 0.11%
+10,370
180
$394K 0.11%
+4,991
181
$393K 0.11%
+29,500
182
$391K 0.11%
+4,516
183
$388K 0.11%
+10,415
184
$362K 0.1%
+7,719
185
$347K 0.1%
+4,341
186
$343K 0.09%
+4,781
187
$336K 0.09%
+3,404
188
$330K 0.09%
+5,074
189
$328K 0.09%
+5,877
190
$313K 0.09%
+65,067
191
$297K 0.08%
+6,127
192
$291K 0.08%
+3,412
193
$289K 0.08%
+20,412
194
$275K 0.08%
+8,313
195
$274K 0.08%
+15,165
196
$273K 0.07%
+2,469
197
$268K 0.07%
+2,219
198
$264K 0.07%
+14,360
199
$264K 0.07%
+1,774
200
$250K 0.07%
+25,000
5 6 7
8
9