BFA
Bragg Financial Advisors Portfolio holdings
AUM
$2.8B
This Quarter Return
+1.11%
1 Year Return
+19.1%
3 Year Return
+72.98%
5 Year Return
+136.96%
10 Year Return
+300.85%
AUM
$2.24B
AUM Growth
+$2.24B
(+0.53%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
18.99%
Holding
325
New
5
Increased
134
Reduced
144
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.82M |
| 2 |
Brookfield Asset Management
BAM
|
$7.64M |
| 3 |
ESGR
Enstar Group
ESGR
|
$5.54M |
| 4 |
MSC Industrial Direct
MSM
|
$5.2M |
| 5 |
IAC Inc
IAC
|
$5.16M |
Top Sells
| 1 |
AEL
American Equity Investment Life Holding Company
AEL
|
$24.7M |
| 2 |
Deckers Outdoor
DECK
|
$8.72M |
| 3 |
Dominion Energy
D
|
$2.34M |
| 4 |
TD Synnex
SNX
|
$2.28M |
| 5 |
Eaton
ETN
|
$1.73M |
Sector Composition
| 1 | Technology | 26.51% |
| 2 | Financials | 14.06% |
| 3 | Industrials | 10.08% |
| 4 | Consumer Discretionary | 8.37% |
| 5 | Healthcare | 6.74% |
