BFA

Bragg Financial Advisors Portfolio holdings

AUM $2.8B
1-Year Est. Return 19.1%
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.54M
3
+$5.2M
4
IAC icon
IAC Inc
IAC
+$5.16M
5
JBTM
JBT Marel
JBTM
+$4.99M

Top Sells

1
+$24.7M
2
+$8.72M
3
+$2.65M
4
D icon
Dominion Energy
D
+$2.34M
5
SNX icon
TD Synnex
SNX
+$2.28M

Sector Composition

1 Technology 26.51%
2 Financials 14.06%
3 Industrials 9.46%
4 Consumer Discretionary 8.37%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$309K 0.01%
5,391
+1,193
277
$308K 0.01%
3,183
278
$303K 0.01%
13,319
-575
279
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280
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281
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282
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283
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284
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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
$280K 0.01%
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290
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291
$265K 0.01%
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292
$262K 0.01%
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293
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294
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295
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296
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+2,500
297
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2,358
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298
$245K 0.01%
2,521
299
$241K 0.01%
1,581
300
$240K 0.01%
1,116
-65
9 10 11
12
13