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
76
$12.7M 0.52%
88,022
-2,283
77
$12.7M 0.52%
82,851
+3,353
78
$12.3M 0.5%
149,724
-145
79
$12.3M 0.5%
84,801
-2,308
80
$11.9M 0.48%
29,409
+537
81
$11.8M 0.48%
406,171
+50,133
82
$11.7M 0.47%
48,689
-3,847
83
$11.6M 0.47%
96,169
-604
84
$11.6M 0.47%
32,742
-25,017
85
$11.1M 0.45%
91,725
+2,580
86
$11M 0.45%
144,686
-692
87
$10.9M 0.44%
201,323
+621
88
$10.8M 0.44%
91,250
+515
89
$10.8M 0.44%
320,065
+49,790
90
$10.6M 0.43%
588,715
-413,026
91
$10.6M 0.43%
281,966
+227
92
$10.5M 0.43%
10,264
-160
93
$10.3M 0.42%
62,000
-601
94
$10.2M 0.41%
59,390
-2,971
95
$10.2M 0.41%
22,927
+1,382
96
$9.93M 0.4%
52,437
-766
97
$9.64M 0.39%
137,833
+99,167
98
$9.64M 0.39%
+146,571
99
$9.56M 0.39%
220,926
+17,485
100
$9.45M 0.38%
95,318
-124
2 3
4
5 6