BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$11.5M
3
+$10.3M
4
IMKTA icon
Ingles Markets
IMKTA
+$9.84M
5
REVG
REV Group
REVG
+$7.22M

Top Sells

1
+$5.46M
2
+$2.9M
3
+$1.91M
4
GLW icon
Corning
GLW
+$1.86M
5
AVGO icon
Broadcom
AVGO
+$1.76M

Sector Composition

1 Technology 27.91%
2 Financials 14.47%
3 Industrials 10.67%
4 Consumer Discretionary 8.15%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$570K 0.02%
4,314
+74
252
$570K 0.02%
4,229
+59
253
$568K 0.02%
19,632
+73
254
$549K 0.02%
22,956
255
$536K 0.02%
+5,326
256
$535K 0.02%
20,043
-3,846
257
$532K 0.02%
3,414
+1,006
258
$525K 0.02%
+17,799
259
$512K 0.02%
4,220
260
$509K 0.02%
899
-20
261
$506K 0.02%
1,808
-212
262
$502K 0.02%
985
-36
263
$497K 0.02%
2,908
-584
264
$494K 0.02%
16,100
265
$491K 0.02%
2,061
+13
266
$488K 0.02%
6,141
+350
267
$486K 0.02%
3,297
-158
268
$484K 0.02%
7,943
-874
269
$482K 0.02%
1,330
-30
270
$481K 0.02%
15,933
-7,417
271
$479K 0.02%
21,655
-10,852
272
$478K 0.02%
+2,248
273
$476K 0.02%
+6,002
274
$476K 0.02%
604
275
$475K 0.02%
8,088
+495
9 10
11
12 13