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
276
$383K 0.02%
2,353
+471
277
$381K 0.02%
606
278
$375K 0.02%
5,275
279
$372K 0.02%
16,394
+757
280
$369K 0.02%
6,515
+1,124
281
$365K 0.01%
8,597
+1,271
282
$361K 0.01%
7,016
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283
$357K 0.01%
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284
$350K 0.01%
2,023
285
$348K 0.01%
+3,595
286
$347K 0.01%
1,477
-287
287
$342K 0.01%
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+273
288
$335K 0.01%
2,758
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289
$332K 0.01%
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-95
290
$331K 0.01%
7,838
291
$326K 0.01%
2,591
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292
$316K 0.01%
7,774
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293
$315K 0.01%
649
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294
$297K 0.01%
6,202
-1,290
295
$292K 0.01%
3,130
296
$291K 0.01%
2,138
-40
297
$290K 0.01%
1,129
-45
298
$288K 0.01%
8,263
299
$281K 0.01%
1,457
-15
300
$277K 0.01%
1,143
-44
10 11
12
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