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
$2.47B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.5M
3
+$11.3M
4
ECG
Everus Construction Group
ECG
+$9.64M
5
QRVO icon
Qorvo
QRVO
+$6.93M

Top Sells

1
+$14.7M
2
+$8.83M
3
+$7.44M
4
SFM icon
Sprouts Farmers Market
SFM
+$6.44M
5
INTC icon
Intel
INTC
+$3.17M

Sector Composition

1 Technology 26.38%
2 Financials 15.11%
3 Industrials 9.73%
4 Consumer Discretionary 9.48%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$753K 0.03%
+22,972
227
$742K 0.03%
5,679
-30
228
$739K 0.03%
12,367
-128
229
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5,310
+1,682
230
$725K 0.03%
3,700
-170
231
$707K 0.03%
3,343
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232
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233
$697K 0.03%
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234
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235
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236
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-338
237
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238
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2,645
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239
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3,618
240
$639K 0.03%
5,413
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241
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242
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$597K 0.02%
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244
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245
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246
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1,552
+159
247
$566K 0.02%
3,651
+349
248
$561K 0.02%
+2,010
249
$559K 0.02%
12,262
-6,393
250
$547K 0.02%
4,155
+1,087
8 9
10
11 12