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
$2.24B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.54M
3
+$5.2M
4
IAC icon
IAC Inc
IAC
+$5.16M
5
JBTM
JBT Marel
JBTM
+$4.99M

Top Sells

1
+$24.7M
2
+$8.72M
3
+$2.65M
4
D icon
Dominion Energy
D
+$2.34M
5
SNX icon
TD Synnex
SNX
+$2.28M

Sector Composition

1 Technology 26.51%
2 Financials 14.06%
3 Industrials 9.46%
4 Consumer Discretionary 8.37%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.2M 0.68%
549,568
+1,106
52
$15M 0.67%
75,463
-42
53
$15M 0.67%
49,369
+1,147
54
$15M 0.67%
157,511
+52,583
55
$14.8M 0.66%
346,314
+217
56
$14.4M 0.64%
3,643
-52
57
$14.3M 0.64%
129,967
-642
58
$13.8M 0.62%
511,064
+31,827
59
$13.8M 0.62%
993,145
+165,430
60
$13.8M 0.61%
84,876
-218
61
$13.7M 0.61%
64,113
+904
62
$13.6M 0.61%
118,309
-1,067
63
$13.6M 0.61%
30,782
-82
64
$13.4M 0.6%
78,329
-958
65
$13.3M 0.59%
322,671
+1,810
66
$13.3M 0.59%
373,897
+827
67
$13.2M 0.59%
58,431
+516
68
$13.2M 0.59%
340,000
+6,678
69
$13.1M 0.58%
89,355
+507
70
$12.8M 0.57%
202,698
+886
71
$12.8M 0.57%
144,934
-124
72
$12.7M 0.57%
126,713
-846
73
$12.6M 0.56%
126,583
+3,084
74
$12.5M 0.56%
106,254
+171
75
$12.1M 0.54%
629,974
+3,326
1 2
3
4 5