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
201
$245K 0.07%
+6,140
202
$244K 0.07%
+1,162
203
$243K 0.07%
+13,011
204
$238K 0.07%
+8,184
205
$238K 0.07%
+2,150
206
$231K 0.06%
+4,701
207
$221K 0.06%
+6,399
208
$210K 0.06%
+2,300
209
$209K 0.06%
+1,984
210
$203K 0.06%
+3,652
211
$202K 0.06%
+4,000
212
$200K 0.05%
+9,192
213
$188K 0.05%
+11,010
214
$174K 0.05%
+2,161
215
$170K 0.05%
+40,145
216
$146K 0.04%
+667
217
$144K 0.04%
+25,155
218
$137K 0.04%
+10,199
219
$115K 0.03%
+1,900
220
$98K 0.03%
+31,106
221
$59K 0.02%
+22,177
5 6 7 8
9