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
$2.43B
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$8.69M
4
ARW icon
Arrow Electronics
ARW
+$8.06M
5
UPBD icon
Upbound Group
UPBD
+$7.62M

Top Sells

1
+$17.2M
2
+$7.4M
3
+$6.94M
4
BAM icon
Brookfield Asset Management
BAM
+$6.2M
5
CNXC icon
Concentrix
CNXC
+$4.65M

Sector Composition

1 Technology 26.06%
2 Financials 15.11%
3 Industrials 10%
4 Consumer Discretionary 8.71%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$523K 0.02%
13,634
+657
252
$518K 0.02%
3,492
-159
253
$507K 0.02%
20,850
254
$503K 0.02%
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255
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2,020
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256
$495K 0.02%
16,100
257
$490K 0.02%
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258
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8,817
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259
$488K 0.02%
17,769
260
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261
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3,455
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262
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22,956
263
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264
$446K 0.02%
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267
$432K 0.02%
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270
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272
$397K 0.02%
17,213
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273
$396K 0.02%
2,408
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274
$393K 0.02%
1,612
275
$391K 0.02%
12,561
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9 10
11
12 13