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
$2.1B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.69M
3
+$2.02M
4
LTHM
Livent Corporation
LTHM
+$1.9M
5
EQIX icon
Equinix
EQIX
+$1.89M

Top Sells

1
+$9.29M
2
+$8.77M
3
+$4.12M
4
CCF
Chase Corporation
CCF
+$2.28M
5
DHR icon
Danaher
DHR
+$1.94M

Sector Composition

1 Technology 25.89%
2 Financials 14.42%
3 Consumer Discretionary 9.54%
4 Industrials 8.94%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$295K 0.01%
1,649
-345
277
$292K 0.01%
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278
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279
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280
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281
$281K 0.01%
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282
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283
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285
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286
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287
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288
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289
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290
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291
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292
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294
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296
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298
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-3,920
299
$240K 0.01%
+2,137
300
$238K 0.01%
2,903
9 10 11
12
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