BRAGG FINANCIAL Overview
Bragg Financial Advisors Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 16 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/05 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 160% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 160% of the manager's regulatory AUM.
BRAGG FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRAGG FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.8% | Tech | 6.53% | -0.07% | 0 | 45% | ||
| MSFT | 2.74% | Tech | 15.47% | 0.17% | 0 | 53% | ||
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FEATURED IN
BRAGG FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John F. Bragg | Secretary | August-1992 |
| Benton S. Bragg | President, Ceo | August-1998 |
| Katharine T. Scruggs | Shareholder | January-1996 |
| Phillips M. Bragg | Vice President | May-1996 |
| Steven H. Scruggs | Chief Compliance Officer | January-2002 |
BRAGG FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BRAGG FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself ) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Risks for all forms of analysis: Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rat...
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We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself ) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Risks for all forms of analysis: Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rat...
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BRAGG FINANCIAL Portfolio Concentration
BRAGG FINANCIAL Location
1031 SOUTH CALDWELL ST
SUITE 200
CHARLOTTE, North Carolina
UNITED STATES, 28203
SUITE 200
CHARLOTTE, North Carolina
UNITED STATES, 28203
BRAGG FINANCIAL Contact Information
Phone Number: 704-377-0261
Fax Number: 704-334-9754
Website: http://www.braggfinancial.com
Fax Number: 704-334-9754
Website: http://www.braggfinancial.com
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