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
76
$11.9M 0.53%
88,777
-36
77
$11.8M 0.53%
113,732
+546
78
$11.5M 0.52%
49,378
-372
79
$11.5M 0.51%
148,214
+955
80
$11.3M 0.5%
54,349
-2,939
81
$11.1M 0.5%
64,383
+1,482
82
$11M 0.49%
19,866
+1,037
83
$10.9M 0.49%
95,047
-1,951
84
$10.8M 0.48%
353,238
+100,525
85
$10.8M 0.48%
72,493
-509
86
$10.5M 0.47%
89,793
-1,189
87
$10.5M 0.47%
268,649
+10,118
88
$10.4M 0.47%
98,118
-1,640
89
$10.3M 0.46%
333,741
-2,007
90
$9.98M 0.45%
80,775
+456
91
$9.98M 0.45%
11,024
+906
92
$9.91M 0.44%
269,685
-190
93
$9.9M 0.44%
62,265
-16,688
94
$9.61M 0.43%
133,203
+2,809
95
$9.52M 0.42%
52,247
-992
96
$9.27M 0.41%
56,207
+1,087
97
$8.97M 0.4%
55,590
-54,066
98
$8.63M 0.39%
69,847
+4,237
99
$8.32M 0.37%
32,260
+555
100
$8.15M 0.36%
72,596
-394
2 3
4
5 6