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
$2.1B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.69M
3
+$2.02M
4
LTHM
Livent Corporation
LTHM
+$1.9M
5
EQIX icon
Equinix
EQIX
+$1.89M

Top Sells

1
+$9.29M
2
+$8.77M
3
+$4.12M
4
CCF
Chase Corporation
CCF
+$2.28M
5
DHR icon
Danaher
DHR
+$1.94M

Sector Composition

1 Technology 25.89%
2 Financials 14.42%
3 Consumer Discretionary 9.54%
4 Industrials 8.94%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$661K 0.03%
17,400
+1,266
227
$657K 0.03%
11,850
228
$637K 0.03%
12,250
-1,075
229
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2,621
-550
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$606K 0.03%
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231
$564K 0.03%
2,951
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232
$562K 0.03%
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-249
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7,325
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234
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9,087
-2,176
235
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236
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237
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239
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240
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244
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245
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20,065
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246
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247
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2,279
-146
248
$446K 0.02%
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249
$439K 0.02%
4,200
250
$431K 0.02%
4,942
-1,381
8 9
10
11 12