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
201
$337K 0.08%
8,313
+380
202
$337K 0.08%
4,043
203
$310K 0.07%
+7,753
204
$299K 0.07%
9,825
+575
205
$286K 0.07%
9,417
+1,000
206
$282K 0.07%
1,443
+140
207
$279K 0.06%
5,000
+1,000
208
$276K 0.06%
2,255
209
$270K 0.06%
8,422
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210
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7,794
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211
$268K 0.06%
967
212
$261K 0.06%
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213
$261K 0.06%
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214
$258K 0.06%
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215
$251K 0.06%
8,243
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216
$248K 0.06%
1,194
217
$245K 0.06%
+2,779
218
$243K 0.06%
+4,825
219
$243K 0.06%
816
-75
220
$234K 0.05%
3,601
-135
221
$219K 0.05%
4,362
-218
222
$211K 0.05%
13,159
-629
223
$211K 0.05%
3,841
224
$210K 0.05%
1,840
225
$206K 0.05%
1,663
-125
6 7 8
9
10