BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.69M
3
+$3.23M
4
LOB icon
Live Oak Bancshares
LOB
+$2.59M
5
DAR icon
Darling Ingredients
DAR
+$2.55M

Top Sells

1
+$5.28M
2
+$3.39M
3
+$3.07M
4
SYNA icon
Synaptics
SYNA
+$2.97M
5
EQC
Equity Commonwealth
EQC
+$2.76M

Sector Composition

1 Technology 21.54%
2 Financials 14.61%
3 Industrials 10.04%
4 Healthcare 9.4%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$365K 0.02%
1,880
252
$365K 0.02%
+10,660
253
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2,595
254
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255
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256
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257
$359K 0.02%
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-70
258
$343K 0.02%
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259
$342K 0.02%
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-164
260
$340K 0.02%
1,862
261
$336K 0.02%
11,000
262
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263
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2,115
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264
$326K 0.02%
2,689
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265
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9,930
266
$322K 0.02%
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267
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795
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270
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271
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1,143
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272
$302K 0.02%
4,044
-1,263
273
$297K 0.02%
10,060
274
$291K 0.02%
2,411
275
$286K 0.02%
2,020
9 10
11
12 13