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
$2.43B
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$8.69M
4
ARW icon
Arrow Electronics
ARW
+$8.06M
5
UPBD icon
Upbound Group
UPBD
+$7.62M

Top Sells

1
+$17.2M
2
+$7.4M
3
+$6.94M
4
BAM icon
Brookfield Asset Management
BAM
+$6.2M
5
CNXC icon
Concentrix
CNXC
+$4.65M

Sector Composition

1 Technology 26.06%
2 Financials 15.11%
3 Industrials 10%
4 Consumer Discretionary 8.71%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$283K 0.01%
8,263
302
$276K 0.01%
6,590
-1,184
303
$274K 0.01%
7,457
+314
304
$265K 0.01%
13,011
305
$265K 0.01%
521
+16
306
$263K 0.01%
1,129
307
$263K 0.01%
3,130
308
$262K 0.01%
992
309
$260K 0.01%
+1,023
310
$258K 0.01%
3,565
-41
311
$258K 0.01%
1,467
+10
312
$251K 0.01%
4,830
313
$250K 0.01%
5,015
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314
$249K 0.01%
824
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315
$249K 0.01%
557
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316
$241K 0.01%
2,459
317
$239K 0.01%
+4,061
318
$236K 0.01%
2,853
319
$235K 0.01%
+4,946
320
$231K 0.01%
497
-16
321
$231K 0.01%
3,810
322
$231K 0.01%
+3,665
323
$230K 0.01%
5,453
-749
324
$224K 0.01%
1,921
-217
325
$219K 0.01%
+1,817
10 11 12
13
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