BFA

Bragg Financial Advisors Portfolio holdings

AUM $2.8B
1-Year Est. Return 19.1%
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.54M
3
+$5.2M
4
IAC icon
IAC Inc
IAC
+$5.16M
5
JBTM
JBT Marel
JBTM
+$4.99M

Top Sells

1
+$24.7M
2
+$8.72M
3
+$2.65M
4
D icon
Dominion Energy
D
+$2.34M
5
SNX icon
TD Synnex
SNX
+$2.28M

Sector Composition

1 Technology 26.51%
2 Financials 14.06%
3 Industrials 9.46%
4 Consumer Discretionary 8.37%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$453K 0.02%
3,109
-29
252
$440K 0.02%
5,693
+278
253
$432K 0.02%
1,440
+124
254
$415K 0.02%
5,601
255
$396K 0.02%
603
+1
256
$395K 0.02%
5,631
257
$395K 0.02%
5,037
-543
258
$386K 0.02%
2,606
-229
259
$381K 0.02%
3,128
+150
260
$377K 0.02%
7,350
261
$374K 0.02%
4,044
262
$372K 0.02%
19,483
-3,579
263
$370K 0.02%
1,109
-4
264
$369K 0.02%
6,367
+544
265
$362K 0.02%
1,697
+223
266
$352K 0.02%
3,528
-30
267
$348K 0.02%
2,007
268
$347K 0.02%
11,000
269
$338K 0.02%
4,224
-718
270
$336K 0.02%
8,463
-276
271
$328K 0.01%
3,409
-274
272
$324K 0.01%
1,868
-194
273
$319K 0.01%
11,973
-706
274
$316K 0.01%
677
+6
275
$313K 0.01%
1,715
+131
9 10
11
12 13