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
1
$6.72M 1.55%
155,831
+6,254
2
$6.3M 1.45%
76,890
+2,757
3
$6.25M 1.44%
73,666
+4,984
4
$6.11M 1.41%
60,717
+3,857
5
$5.89M 1.36%
42,070
+1,890
6
$5.86M 1.35%
144,210
+11,010
7
$5.83M 1.34%
36,450
+2,258
8
$5.56M 1.28%
36,227
+1,928
9
$5.54M 1.28%
75,104
+3,321
10
$5.48M 1.26%
84,970
+4,841
11
$5.37M 1.24%
55,138
+1,312
12
$5.14M 1.18%
63,455
+4,310
13
$5.13M 1.18%
93,604
+3,679
14
$5.13M 1.18%
186,264
+12,332
15
$5.12M 1.18%
151,380
+7,010
16
$5.05M 1.16%
161,417
+11,760
17
$5M 1.15%
91,991
+10,362
18
$4.92M 1.13%
158,020
+17,004
19
$4.9M 1.13%
37,424
+2,046
20
$4.8M 1.11%
61,404
+1,635
21
$4.67M 1.08%
44,536
+3,096
22
$4.59M 1.06%
103,732
+8,152
23
$4.54M 1.05%
200,008
+17,455
24
$4.47M 1.03%
162,645
+15,322
25
$4.46M 1.03%
196,122
-2,318
1
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