BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 19.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.31%
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
+$4.05M
2
+$3.54M
3
+$3M
4
KNF icon
Knife River
KNF
+$2.63M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$2.19M

Top Sells

1
+$4.96M
2
+$3.94M
3
+$3.24M
4
MDU icon
MDU Resources
MDU
+$1.76M
5
GEN icon
Gen Digital
GEN
+$1.22M

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
326
– –
-4,448
327
– –
-261,153
328
– –
-5,482
10 11 12 13
14