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
$1.82B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.72M
3
+$3M
4
KNF icon
Knife River
KNF
+$2.69M
5
SFM icon
Sprouts Farmers Market
SFM
+$2.29M

Top Sells

1
+$5.98M
2
+$4.24M
3
+$3.24M
4
MDU icon
MDU Resources
MDU
+$1.82M
5
GEN icon
Gen Digital
GEN
+$1.29M

Sector Composition

1 Technology 25%
2 Financials 13.19%
3 Industrials 9.23%
4 Consumer Discretionary 8.43%
5 Healthcare 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$326K 0.02%
1,891
277
$318K 0.02%
+2,289
278
$317K 0.02%
2,812
279
$306K 0.02%
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280
$305K 0.02%
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-18
281
$304K 0.02%
4,019
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282
$302K 0.02%
+10,094
283
$299K 0.02%
785
284
$298K 0.02%
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285
$293K 0.02%
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286
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287
$284K 0.02%
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288
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620
289
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290
$281K 0.02%
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291
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3,355
-373
292
$271K 0.01%
2,323
293
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294
$264K 0.01%
2,411
295
$261K 0.01%
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296
$260K 0.01%
1,529
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297
$258K 0.01%
3,560
-58,336
298
$249K 0.01%
10,302
-3
299
$249K 0.01%
8,392
+1,183
300
$248K 0.01%
9,480
-450
10 11
12
13 14