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
101
$7.69M 0.37%
185,434
+107
102
$7.68M 0.37%
266,811
-6,691
103
$7.51M 0.36%
53,774
-1,317
104
$7.25M 0.35%
66,807
+118
105
$7.2M 0.34%
291,985
+476
106
$7.2M 0.34%
66,377
+1,343
107
$7.02M 0.33%
31,554
-1,463
108
$6.86M 0.33%
92,173
+825
109
$6.65M 0.32%
69,226
+1,409
110
$6.62M 0.31%
407,728
+3,391
111
$6.6M 0.31%
293,152
-250
112
$6.29M 0.3%
11,848
-1,274
113
$6.07M 0.29%
553,400
-2,235
114
$5.9M 0.28%
24,171
-730
115
$5.78M 0.28%
38,759
-751
116
$5.55M 0.26%
11,686
-2,042
117
$5.41M 0.26%
25,062
+1,247
118
$5.22M 0.25%
100,187
+260
119
$5.21M 0.25%
14,618
-664
120
$5.16M 0.25%
136,791
-16,766
121
$5.15M 0.24%
34,431
+882
122
$5.07M 0.24%
32,263
+2,242
123
$4.9M 0.23%
19,726
+8,124
124
$4.83M 0.23%
73,003
-64
125
$4.64M 0.22%
43,132
-5,423
3 4
5
6 7