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
176
$1.63M 0.08%
9,710
+288
177
$1.57M 0.07%
7,280
178
$1.53M 0.07%
11,483
179
$1.47M 0.07%
25,730
-340
180
$1.47M 0.07%
20,208
-44
181
$1.47M 0.07%
11,959
182
$1.42M 0.07%
17,847
-433
183
$1.4M 0.07%
5,573
-252
184
$1.37M 0.07%
40,661
-4,101
185
$1.36M 0.06%
13,177
-2,503
186
$1.31M 0.06%
5,630
-348
187
$1.31M 0.06%
+4,979
188
$1.3M 0.06%
14,730
-187
189
$1.24M 0.06%
25,023
+825
190
$1.22M 0.06%
70,634
-81,949
191
$1.2M 0.06%
4,755
-2,931
192
$1.19M 0.06%
3,984
-157
193
$1.16M 0.06%
2,646
+14
194
$1.14M 0.05%
3,733
-293
195
$1.12M 0.05%
20,131
+389
196
$1.1M 0.05%
13,885
+372
197
$1.09M 0.05%
8,673
198
$1.02M 0.05%
14,031
-559
199
$1.01M 0.05%
3,878
-270
200
$989K 0.05%
3,799
-65
6 7
8
9 10