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
51
$16.8M 0.68%
353,000
+8,801
52
$16.4M 0.67%
204,866
+6,443
53
$16.3M 0.66%
174,728
+158,891
54
$16.3M 0.66%
348,607
+1,619
55
$16.1M 0.65%
95,806
-197
56
$15.7M 0.64%
31,032
-1,262
57
$15.6M 0.63%
29,695
-1,112
58
$15.6M 0.63%
396,501
+714
59
$15.2M 0.62%
126,136
-3,028
60
$15.2M 0.62%
66,219
-1,133
61
$15.1M 0.61%
112,688
+22,813
62
$15M 0.61%
865,790
+231,270
63
$14.9M 0.6%
67,742
+858
64
$14.8M 0.6%
65,455
-92
65
$14.7M 0.6%
132,415
+662
66
$14.5M 0.59%
125,441
-1,710
67
$14.2M 0.58%
69,179
-3,384
68
$14M 0.57%
140,484
-1,193
69
$13.7M 0.56%
52,710
-1,566
70
$13.5M 0.55%
75,830
-1,025
71
$13.4M 0.54%
58,838
+280
72
$13M 0.53%
38,807
+3,844
73
$13M 0.52%
83,448
-988
74
$12.8M 0.52%
118,974
-1,550
75
$12.8M 0.52%
113,074
-1,895
1 2
3
4 5