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
$1.7B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$4.16M
3
+$1.5M
4
UNFI icon
United Natural Foods
UNFI
+$1.44M
5
CSGS icon
CSG Systems International
CSGS
+$1.42M

Top Sells

1
+$14.2M
2
+$8.6M
3
+$5.69M
4
AEL
American Equity Investment Life Holding Company
AEL
+$5.41M
5
GE icon
GE Aerospace
GE
+$1.35M

Sector Composition

1 Technology 23.63%
2 Financials 13.29%
3 Industrials 9.27%
4 Healthcare 8.57%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$621K 0.04%
5,822
227
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13,537
-375
228
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12,124
229
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230
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+11,937
231
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232
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233
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236
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239
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240
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246
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247
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248
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843
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250
$411K 0.02%
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