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
$1.64B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.78M
3
+$3.27M
4
ADBE icon
Adobe
ADBE
+$2.65M
5
FN icon
Fabrinet
FN
+$2.63M

Top Sells

1
+$5.59M
2
+$3.64M
3
+$3.4M
4
SYNA icon
Synaptics
SYNA
+$2.94M
5
EQC
Equity Commonwealth
EQC
+$2.69M

Sector Composition

1 Technology 21.54%
2 Financials 14.61%
3 Industrials 10.04%
4 Healthcare 9.4%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$280K 0.02%
2,406
277
$280K 0.02%
1,644
-162
278
$278K 0.02%
3,358
-50
279
$277K 0.02%
+1,892
280
$275K 0.02%
5,032
281
$271K 0.02%
3,187
-8
282
$269K 0.02%
1,714
-6
283
$259K 0.02%
+10,305
284
$258K 0.02%
3,280
285
$256K 0.02%
+785
286
$255K 0.02%
1,682
-240
287
$252K 0.02%
1,453
-148
288
$249K 0.02%
3,029
-220
289
$246K 0.01%
2,511
-37
290
$244K 0.01%
1,392
-163
291
$243K 0.01%
3,316
-172
292
$241K 0.01%
8,719
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293
$240K 0.01%
+4,484
294
$236K 0.01%
2,903
+11
295
$233K 0.01%
+2,376
296
$233K 0.01%
+4,909
297
$230K 0.01%
1,044
-173
298
$227K 0.01%
3,867
-69
299
$227K 0.01%
+4,990
300
$225K 0.01%
+1,741
9 10 11
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