BFA
Bragg Financial Advisors Portfolio holdings
AUM
$2.8B
This Quarter Return
+5.79%
1 Year Return
+19.1%
3 Year Return
+72.98%
5 Year Return
+136.96%
10 Year Return
+300.85%
AUM
$1.57B
AUM Growth
+$1.57B
(+5.4%)
Cap. Flow
+$5.46M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
16.46%
Holding
305
New
14
Increased
127
Reduced
113
Closed
6
Top Buys
| 1 |
Sprouts Farmers Market
SFM
|
$3.06M |
| 2 |
Axos Financial
AX
|
$1.53M |
| 3 |
KBAL
Kimball International
KBAL
|
$1.51M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.48M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.26M |
Top Sells
| 1 |
Graphic Packaging
GPK
|
$4.7M |
| 2 |
InterDigital
IDCC
|
$2.87M |
| 3 |
TripAdvisor
TRIP
|
$2.87M |
| 4 |
Darling Ingredients
DAR
|
$2.61M |
| 5 |
Applied Materials
AMAT
|
$1.42M |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Financials | 15.24% |
| 3 | Industrials | 10.37% |
| 4 | Consumer Discretionary | 9.12% |
| 5 | Healthcare | 8.57% |
