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
$1.5B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.78M
3
+$4.18M
4
CNXC icon
Concentrix
CNXC
+$2.63M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$2.59M

Top Sells

1
+$10.9M
2
+$4.09M
3
+$3.95M
4
MATV icon
Mativ Holdings
MATV
+$3.93M
5
UNF icon
Unifirst Corp
UNF
+$1.69M

Sector Composition

1 Technology 22.02%
2 Financials 14.86%
3 Healthcare 9.85%
4 Industrials 9.46%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$502K 0.03%
14,073
-1,455
227
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8,000
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231
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232
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236
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240
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241
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246
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247
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248
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249
$375K 0.02%
6,364
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250
$374K 0.02%
1,644
-126
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10
11 12