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
$2.43B
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$8.69M
4
ARW icon
Arrow Electronics
ARW
+$8.06M
5
UPBD icon
Upbound Group
UPBD
+$7.62M

Top Sells

1
+$17.2M
2
+$7.4M
3
+$6.94M
4
BAM icon
Brookfield Asset Management
BAM
+$6.2M
5
CNXC icon
Concentrix
CNXC
+$4.65M

Sector Composition

1 Technology 26.06%
2 Financials 15.11%
3 Industrials 10%
4 Consumer Discretionary 8.71%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.08%
6,272
-487
177
$1.91M 0.08%
61,151
-738
178
$1.87M 0.08%
19,434
-870
179
$1.85M 0.08%
7,280
180
$1.82M 0.08%
3,547
+955
181
$1.82M 0.07%
30,000
182
$1.72M 0.07%
3,171
-563
183
$1.72M 0.07%
6,492
-169
184
$1.7M 0.07%
9,117
+170
185
$1.64M 0.07%
11,694
186
$1.58M 0.07%
59,402
187
$1.52M 0.06%
16,233
-338
188
$1.51M 0.06%
31,636
-18,700
189
$1.5M 0.06%
30,732
-569
190
$1.49M 0.06%
4,867
-38
191
$1.47M 0.06%
7,287
-43
192
$1.43M 0.06%
28,149
-4,524
193
$1.4M 0.06%
8,233
+6,793
194
$1.39M 0.06%
11,279
-10
195
$1.31M 0.05%
7,124
-51
196
$1.28M 0.05%
31,770
+3,210
197
$1.22M 0.05%
+7,660
198
$1.19M 0.05%
19,896
-75
199
$1.19M 0.05%
12,740
+530
200
$1.19M 0.05%
10,668
-125
6 7
8
9 10