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
176
$1.95M 0.08%
35,100
+3,449
177
$1.9M 0.08%
7,196
-160
178
$1.88M 0.08%
8,947
-202
179
$1.87M 0.08%
11,694
-165
180
$1.82M 0.07%
30,000
181
$1.69M 0.07%
6,661
+790
182
$1.67M 0.07%
4,518
183
$1.64M 0.07%
7,330
-126
184
$1.56M 0.06%
32,673
-505
185
$1.54M 0.06%
31,301
-606
186
$1.51M 0.06%
16,571
-458
187
$1.44M 0.06%
4,905
-440
188
$1.42M 0.06%
2,410
+342
189
$1.4M 0.06%
2,592
-75
190
$1.33M 0.05%
24,608
-1,434
191
$1.32M 0.05%
7,175
-75
192
$1.32M 0.05%
65,596
-157,948
193
$1.29M 0.05%
11,289
+1
194
$1.27M 0.05%
19,971
-560
195
$1.23M 0.05%
11,350
-507
196
$1.19M 0.05%
13,303
+156
197
$1.16M 0.05%
2,028
198
$1.15M 0.05%
28,560
199
$1.13M 0.05%
9,811
+144
200
$1.13M 0.05%
8,344
-60
6 7
8
9 10