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
$1.89B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$7.07M
3
+$6.6M
4
AX icon
Axos Financial
AX
+$5.28M
5
ARW icon
Arrow Electronics
ARW
+$4.98M

Top Sells

1
+$1.05M
2
+$665K
3
+$638K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$599K
5
ORCL icon
Oracle
ORCL
+$513K

Sector Composition

1 Technology 25.22%
2 Financials 13.94%
3 Industrials 9.26%
4 Consumer Discretionary 8.62%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.54M 0.08%
35,278
-275
177
$1.5M 0.08%
26,070
-602
178
$1.44M 0.08%
5,978
-682
179
$1.4M 0.07%
9,422
-143
180
$1.4M 0.07%
15,680
+230
181
$1.38M 0.07%
11,483
-187
182
$1.37M 0.07%
5,825
+123
183
$1.36M 0.07%
7,280
184
$1.33M 0.07%
20,252
-347
185
$1.3M 0.07%
18,280
-566
186
$1.25M 0.07%
11,959
187
$1.23M 0.07%
28,225
+6,124
188
$1.23M 0.06%
44,762
-715
189
$1.16M 0.06%
24,198
+2,092
190
$1.13M 0.06%
4,141
-88
191
$1.13M 0.06%
21,414
+3,194
192
$1.13M 0.06%
14,917
-96
193
$1.1M 0.06%
19,742
-531
194
$1.09M 0.06%
2,024
-52
195
$1.06M 0.06%
4,026
+63
196
$1.04M 0.05%
7,414
+5,125
197
$1.03M 0.05%
2,632
+2,098
198
$1.01M 0.05%
14,590
-69
199
$976K 0.05%
13,513
-104
200
$951K 0.05%
8,673
6 7
8
9 10