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
$2.1B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.69M
3
+$2.02M
4
LTHM
Livent Corporation
LTHM
+$1.9M
5
EQIX icon
Equinix
EQIX
+$1.89M

Top Sells

1
+$9.29M
2
+$8.77M
3
+$4.12M
4
CCF
Chase Corporation
CCF
+$2.28M
5
DHR icon
Danaher
DHR
+$1.94M

Sector Composition

1 Technology 25.89%
2 Financials 14.42%
3 Consumer Discretionary 9.54%
4 Industrials 8.94%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 0.95%
202,641
+11,954
27
$19.5M 0.93%
357,188
+3,527
28
$19.3M 0.92%
62,182
+1,067
29
$19.2M 0.92%
102,739
-764
30
$19.2M 0.91%
55,306
-777
31
$18.7M 0.89%
167,100
-7,560
32
$18.4M 0.88%
52,039
-865
33
$18.3M 0.87%
88,301
-78
34
$18.1M 0.86%
375,994
+2,834
35
$17.4M 0.83%
102,183
-1,448
36
$17.3M 0.82%
32,881
-1,629
37
$16.9M 0.8%
336,523
+11,852
38
$16.8M 0.8%
47,782
+241
39
$16.6M 0.79%
145,125
-20
40
$16.5M 0.78%
326,186
-4,447
41
$16.3M 0.77%
56,533
-1,311
42
$16.3M 0.77%
478,627
-96
43
$16.1M 0.76%
652,439
+59,543
44
$15.9M 0.76%
145,916
-2,633
45
$15.9M 0.76%
68,732
-8,383
46
$15.7M 0.75%
193,288
+13,656
47
$15.6M 0.74%
91,662
+1,298
48
$15.4M 0.73%
643,590
+18,375
49
$15.4M 0.73%
358,966
-143
50
$15.4M 0.73%
471,570
+1,424
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