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
176
$1.2M 0.08%
11,952
177
$1.16M 0.07%
5,066
178
$1.06M 0.07%
4,794
179
$1.05M 0.07%
4,793
180
$988K 0.06%
16,987
181
$942K 0.06%
13,939
182
$937K 0.06%
11,973
183
$925K 0.06%
13,242
184
$905K 0.06%
4,138
185
$897K 0.06%
6,380
186
$876K 0.06%
5,289
187
$829K 0.05%
7,280
188
$827K 0.05%
15,975
189
$793K 0.05%
6,002
190
$792K 0.05%
6,530
191
$790K 0.05%
11,278
192
$748K 0.05%
1,202
193
$737K 0.05%
5,153
194
$723K 0.05%
3,244
195
$698K 0.04%
6,390
196
$697K 0.04%
5,698
197
$690K 0.04%
4,377
198
$678K 0.04%
5,992
199
$671K 0.04%
15,147
200
$662K 0.04%
3,140
6 7
8
9 10