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
$1.89B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$7.07M
3
+$6.6M
4
AX icon
Axos Financial
AX
+$5.28M
5
ARW icon
Arrow Electronics
ARW
+$4.98M

Top Sells

1
+$1.05M
2
+$665K
3
+$638K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$599K
5
ORCL icon
Oracle
ORCL
+$513K

Sector Composition

1 Technology 25.22%
2 Financials 13.94%
3 Industrials 9.26%
4 Consumer Discretionary 8.62%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$405K 0.02%
2,079
+97
252
$400K 0.02%
11,498
+165
253
$386K 0.02%
1,456
-50
254
$384K 0.02%
20,011
255
$384K 0.02%
4,200
-29
256
$377K 0.02%
6,876
-462
257
$375K 0.02%
3,253
-101
258
$375K 0.02%
5,601
259
$369K 0.02%
843
260
$367K 0.02%
2,896
+84
261
$358K 0.02%
3,402
+184
262
$357K 0.02%
3,858
-266
263
$352K 0.02%
4,680
+661
264
$346K 0.02%
2,287
-36
265
$344K 0.02%
1,880
266
$342K 0.02%
9,070
-660
267
$335K 0.02%
936
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268
$335K 0.02%
1,923
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269
$332K 0.02%
11,000
270
$330K 0.02%
5,238
-181
271
$323K 0.02%
4,690
272
$317K 0.02%
620
273
$316K 0.02%
4,520
-980
274
$311K 0.02%
2,372
-223
275
$304K 0.02%
22,956
9 10
11
12 13