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
101
$7.98M 0.36%
10,140
+209
102
$7.73M 0.35%
23,499
-221
103
$7.68M 0.34%
292,999
+867
104
$7.65M 0.34%
61,775
+552
105
$7.64M 0.34%
+200,683
106
$7.31M 0.33%
261,219
+26,969
107
$7.22M 0.32%
67,789
+3,014
108
$7.09M 0.32%
89,460
-33
109
$6.86M 0.31%
12,401
+173
110
$6.79M 0.3%
30,815
-440
111
$6.79M 0.3%
185,383
+200
112
$6.78M 0.3%
26,359
+8,939
113
$6.62M 0.3%
341,204
+246,281
114
$6.31M 0.28%
95,634
+1,552
115
$6.26M 0.28%
282,147
-3,182
116
$6.09M 0.27%
11,182
-238
117
$5.89M 0.26%
37,666
-1,107
118
$5.85M 0.26%
100,718
+484
119
$5.68M 0.25%
72,932
+1,600
120
$5.48M 0.24%
132,789
+2,943
121
$5.4M 0.24%
13,267
-1,226
122
$5.32M 0.24%
70,648
+2,646
123
$5.32M 0.24%
60,275
+289
124
$5.06M 0.23%
25,549
+2,169
125
$4.96M 0.22%
25,521
+320
3 4
5
6 7