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
126
$5.77M 0.23%
12,720
-491
127
$5.5M 0.22%
5,834
+220
128
$5.28M 0.21%
36,425
-754
129
$5.11M 0.21%
247,299
-31,838
130
$4.88M 0.2%
57,204
+3,856
131
$4.77M 0.19%
7
132
$4.76M 0.19%
39,883
+546
133
$4.7M 0.19%
63,273
+3,287
134
$4.64M 0.19%
25,277
-692
135
$4.62M 0.19%
19,587
+5,120
136
$4.61M 0.19%
45,365
+185
137
$4.33M 0.18%
57,243
-6,300
138
$4.32M 0.17%
34,226
-1,993
139
$3.97M 0.16%
36,871
-362
140
$3.91M 0.16%
34,570
-2,149
141
$3.62M 0.15%
83,387
-596
142
$3.61M 0.15%
10,031
+6,038
143
$3.58M 0.14%
13,271
-426
144
$3.39M 0.14%
15,375
-459
145
$3.31M 0.13%
73,079
+2,546
146
$3.22M 0.13%
13,402
-226
147
$3.14M 0.13%
29,497
-571
148
$3.01M 0.12%
112,015
+180
149
$2.88M 0.12%
49,575
+2,837
150
$2.86M 0.12%
2,714
-38
4 5
6
7 8