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
201
$643K 0.04%
1,493
202
$634K 0.04%
8,123
203
$599K 0.04%
3,645
204
$589K 0.04%
14,905
205
$589K 0.04%
8,797
206
$585K 0.04%
2,265
207
$584K 0.04%
28,200
208
$580K 0.04%
9,510
209
$572K 0.04%
10,976
210
$569K 0.04%
37,466
211
$566K 0.04%
6,884
212
$558K 0.04%
7,654
213
$554K 0.04%
1,152
214
$553K 0.04%
10,505
215
$549K 0.04%
1,771
216
$540K 0.03%
5,953
217
$533K 0.03%
28,496
218
$519K 0.03%
11,183
219
$518K 0.03%
1,727
220
$512K 0.03%
2,020
221
$501K 0.03%
10,024
222
$499K 0.03%
3,835
223
$499K 0.03%
3,344
224
$495K 0.03%
2,763
225
$494K 0.03%
5,734
7 8
9
10 11