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
176
$529K 0.12%
5,055
177
$503K 0.12%
5,778
178
$492K 0.11%
25,886
+11,135
179
$486K 0.11%
13,954
+2,390
180
$480K 0.11%
6,527
181
$479K 0.11%
11,027
+3,812
182
$477K 0.11%
6,330
183
$473K 0.11%
29,015
184
$470K 0.11%
3,101
+787
185
$462K 0.11%
2,794
186
$462K 0.11%
5,825
187
$452K 0.1%
7,828
+172
188
$440K 0.1%
3,823
-125
189
$438K 0.1%
7,161
-20
190
$413K 0.1%
18,023
191
$409K 0.09%
+3,780
192
$402K 0.09%
4,770
+335
193
$398K 0.09%
3,595
+865
194
$388K 0.09%
7,747
-915
195
$376K 0.09%
6,374
196
$371K 0.09%
9,071
+55
197
$370K 0.09%
14,416
+56
198
$369K 0.09%
6,513
+112
199
$354K 0.08%
4,098
200
$341K 0.08%
3,141
+125
6 7
8
9 10