BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.02B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
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
126
$4.55M 0.22%
126,713
-5,935
127
$4.48M 0.21%
42,477
-5,959
128
$4.46M 0.21%
7,655
+5,631
129
$4.45M 0.21%
94,787
-11,916
130
$4.35M 0.21%
38,588
-258
131
$3.91M 0.19%
55,706
+3,644
132
$3.87M 0.18%
59,948
-107
133
$3.84M 0.18%
103,935
-437
134
$3.83M 0.18%
249,849
+387
135
$3.8M 0.18%
7
136
$3.73M 0.18%
17,085
-738
137
$3.44M 0.16%
35,452
+3,246
138
$3.42M 0.16%
55,736
-3,040
139
$3.26M 0.15%
65,740
-1,140
140
$3.25M 0.15%
71,427
+35
141
$2.92M 0.14%
13,692
-174
142
$2.81M 0.13%
26,179
+1,755
143
$2.71M 0.13%
10,114
-252
144
$2.68M 0.13%
57,759
+5,833
145
$2.67M 0.13%
121,463
-234
146
$2.65M 0.13%
44,596
+818
147
$2.63M 0.13%
6,583
-448
148
$2.56M 0.12%
22,459
-1,337
149
$2.55M 0.12%
13,943
-117
150
$2.43M 0.12%
18,691
-677
4 5
6
7 8