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
301
$276K 0.01%
2,776
+115
302
$276K 0.01%
2,459
-399
303
$273K 0.01%
13,011
304
$271K 0.01%
2,004
-385
305
$267K 0.01%
3,606
306
$266K 0.01%
2,867
-300
307
$263K 0.01%
7,143
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308
$262K 0.01%
1,440
309
$259K 0.01%
2,154
310
$256K 0.01%
618
311
$252K 0.01%
505
-12
312
$246K 0.01%
+1,429
313
$239K 0.01%
992
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314
$237K 0.01%
4,992
315
$234K 0.01%
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-50
316
$233K 0.01%
4,830
-190
317
$231K 0.01%
4,773
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318
$228K 0.01%
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319
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320
$219K 0.01%
+3,810
321
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513
-31
322
$209K 0.01%
+2,044
323
$201K 0.01%
2,570
-265
324
$118K ﹤0.01%
+14,955
325
$113K ﹤0.01%
+10,896
10 11 12
13
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