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
276
$469K 0.02%
3,684
-1,534
277
$452K 0.02%
18,559
-2,291
278
$450K 0.02%
1,820
+13
279
$448K 0.02%
6,835
+320
280
$446K 0.02%
4,104
-42
281
$444K 0.02%
10,910
+1,850
282
$438K 0.02%
9,684
-70
283
$436K 0.02%
4,319
-168
284
$435K 0.02%
+7,042
285
$434K 0.02%
5,275
286
$422K 0.02%
1,063
287
$420K 0.02%
1,618
+6
288
$420K 0.02%
3,422
+2
289
$399K 0.01%
2,191
+86
290
$391K 0.01%
4,861
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291
$390K 0.01%
14,503
-2,836
292
$386K 0.01%
12,087
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293
$380K 0.01%
16,350
-863
294
$378K 0.01%
1,651
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295
$373K 0.01%
3,331
296
$360K 0.01%
2,553
-40
297
$352K 0.01%
3,489
-29,516
298
$348K 0.01%
1,141
+73
299
$342K 0.01%
2,127
+374
300
$335K 0.01%
+6,522
10 11
12
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