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
$1.89B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$7M
3 +$5.9M
4
FN icon
Fabrinet
FN
+$5.49M
5
ARW icon
Arrow Electronics
ARW
+$5.3M

Top Sells

1 +$1.08M
2 +$704K
3 +$689K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$599K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Technology 25.22%
2 Financials 13.94%
3 Industrials 9.26%
4 Consumer Discretionary 8.62%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-6,424