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
76
$11.3M 0.54%
97,641
-516
77
$11.1M 0.53%
254,250
+1,663
78
$11.1M 0.53%
122,713
+948
79
$10.9M 0.52%
75,360
+3,408
80
$10.9M 0.52%
18,221
+1,288
81
$10.5M 0.5%
124,673
+2,849
82
$10.5M 0.5%
120,681
+147
83
$10.2M 0.49%
62,458
+2,297
84
$10.1M 0.48%
144,591
+3,199
85
$9.92M 0.47%
98,102
-4,480
86
$9.77M 0.46%
73,322
+359
87
$9.64M 0.46%
60,500
-3,720
88
$9.63M 0.46%
535,787
+105,610
89
$9.61M 0.46%
72,337
+339
90
$9.26M 0.44%
31,449
+432
91
$9.26M 0.44%
89,257
+2,198
92
$9.13M 0.43%
53,786
+957
93
$8.81M 0.42%
79,041
+2,635
94
$8.71M 0.41%
526,334
+162,423
95
$8.58M 0.41%
130,350
+642
96
$8.5M 0.4%
31,057
-128
97
$8.24M 0.39%
242,613
+30,513
98
$7.97M 0.38%
60,871
+5,625
99
$7.88M 0.37%
77,335
+2,343
100
$7.78M 0.37%
9,587
+977
2 3
4
5 6