BFA
Bragg Financial Advisors Portfolio holdings
AUM
$2.8B
1-Year Return
19.1%
This Quarter Return
+13.12%
1 Year Return
+19.1%
3 Year Return
+72.98%
5 Year Return
+136.96%
10 Year Return
+300.85%
AUM
$2.1B
AUM Growth
+$209M
(+11%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
18.31%
Holding
322
New
10
Increased
114
Reduced
163
Closed
10
Top Buys
| 1 |
Eli Lilly
LLY
|
$3.28M |
| 2 |
Levi Strauss
LEVI
|
$2.69M |
| 3 |
Tesla
TSLA
|
$2.02M |
| 4 |
LTHM
Livent Corporation
LTHM
|
$1.9M |
| 5 |
Equinix
EQIX
|
$1.89M |
Top Sells
| 1 |
MasTec
MTZ
|
$9.29M |
| 2 |
Fabrinet
FN
|
$8.77M |
| 3 |
Owens & Minor
OMI
|
$4.12M |
| 4 |
CCF
Chase Corporation
CCF
|
$2.28M |
| 5 |
Danaher
DHR
|
$1.94M |
Sector Composition
| 1 | Technology | 25.89% |
| 2 | Financials | 14.42% |
| 3 | Consumer Discretionary | 9.54% |
| 4 | Industrials | 9.23% |
| 5 | Healthcare | 6.8% |
