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
126
$4.7M 0.21%
34,321
-369
127
$4.67M 0.21%
37,090
+1,447
128
$4.49M 0.2%
38,677
+72
129
$4.37M 0.2%
37,899
-1,744
130
$4.36M 0.19%
1,296,271
+11,986
131
$4.34M 0.19%
41,555
-1,387
132
$4.29M 0.19%
7
133
$4.1M 0.18%
57,965
+46,168
134
$3.85M 0.17%
98,989
-3,482
135
$3.85M 0.17%
15,404
-597
136
$3.77M 0.17%
37,636
+649
137
$3.75M 0.17%
4,959
+1,162
138
$3.61M 0.16%
58,651
+3,645
139
$3.28M 0.15%
193,630
-1,446
140
$3.18M 0.14%
45,277
+264
141
$3.17M 0.14%
29,670
+1,060
142
$3.11M 0.14%
68,476
+8,624
143
$3.1M 0.14%
310,355
+4,978
144
$3.08M 0.14%
53,112
+1,161
145
$2.97M 0.13%
13,627
+19
146
$2.8M 0.12%
17,837
-572
147
$2.73M 0.12%
9,406
-17
148
$2.72M 0.12%
46,714
+5,303
149
$2.66M 0.12%
76,975
-40,769
150
$2.66M 0.12%
15,115
+947
4 5
6
7 8