BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.19M
3
+$4.8M
4
CNXC icon
Concentrix
CNXC
+$2.91M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$2.87M

Top Sells

1
+$10.9M
2
+$4.24M
3
+$4.14M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$4.09M
5
UNF icon
Unifirst Corp
UNF
+$1.64M

Sector Composition

1 Technology 22.02%
2 Financials 14.86%
3 Healthcare 9.85%
4 Industrials 9.46%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
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