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
151
$2.42M 0.12%
14,749
-1,092
152
$2.42M 0.12%
9,317
-42
153
$2.41M 0.11%
46,231
-5,826
154
$2.39M 0.11%
2,880
-114
155
$2.27M 0.11%
70,658
-3,573
156
$2.22M 0.11%
28,886
+1,875
157
$2.18M 0.1%
200,791
+123,839
158
$2.17M 0.1%
4,596
159
$2.16M 0.1%
42,016
-1,640
160
$2.11M 0.1%
35,831
-346
161
$2.07M 0.1%
26,706
-460
162
$2.03M 0.1%
21,130
+674
163
$1.96M 0.09%
12,196
+4,782
164
$1.92M 0.09%
15,810
+23
165
$1.89M 0.09%
+2,344
166
$1.87M 0.09%
3,862
-168
167
$1.85M 0.09%
38,802
-19,070
168
$1.83M 0.09%
95,548
-585
169
$1.8M 0.09%
6,093
-366
170
$1.79M 0.09%
7,694
-242
171
$1.76M 0.08%
7,438
-1,410
172
$1.72M 0.08%
26,349
-2,424
173
$1.66M 0.08%
9,028
-524
174
$1.64M 0.08%
34,253
-1,025
175
$1.64M 0.08%
64,846
-6,911
5 6
7
8 9