BFA
Bragg Financial Advisors Portfolio holdings
AUM
$3.02B
1-Year Est. Return
19.41%
1 Year Est. Return
+19.41%
AUM
$3.02B
AUM Growth
+$224M
(+8%)
Holding
353
Top Buys
| 1 | +$21.9M | |
| 2 | +$12.9M | |
| 3 | +$10.1M | |
| 4 |
UGI
UGI
|
+$7.04M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$4.53M |
Top Sells
| 1 | +$22.6M | |
| 2 | +$4.24M | |
| 3 | +$3.48M | |
| 4 |
VSE Corp
VSEC
|
+$3.29M |
| 5 |
Treehouse Foods
THS
|
+$3.23M |
Sector Composition
| 1 | Technology | 28.99% |
| 2 | Financials | 14.1% |
| 3 | Industrials | 10.66% |
| 4 | Consumer Discretionary | 8.44% |
| 5 | Communication Services | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Constellation Brands
STZ
$24B
| – | – |
-1,474
|
|
||
|
352
Treehouse Foods
THS
$1.2B
| – | – |
-166,406
|
|
||
353
United Parcel Service
UPS
$80.8B
| – | – |
-3,489
|
|