BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.07B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$11.5M
3
+$10.3M
4
IMKTA icon
Ingles Markets
IMKTA
+$9.84M
5
REVG
REV Group
REVG
+$7.22M

Top Sells

1
+$5.46M
2
+$2.9M
3
+$1.91M
4
GLW icon
Corning
GLW
+$1.86M
5
AVGO icon
Broadcom
AVGO
+$1.76M

Sector Composition

1 Technology 27.91%
2 Financials 14.47%
3 Industrials 10.67%
4 Consumer Discretionary 8.15%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.26M 0.08%
28,772
+1,351
177
$2.26M 0.08%
16,870
+4,130
178
$2.25M 0.08%
3,397
+226
179
$2.23M 0.08%
5,753
-234
180
$2.19M 0.08%
16,319
-231
181
$2.17M 0.08%
26,040
-64
182
$2.12M 0.08%
44,331
+12,695
183
$2.08M 0.07%
7,448
-49
184
$2.08M 0.07%
19,187
-247
185
$2.08M 0.07%
3,352
-77
186
$2.03M 0.07%
11,694
187
$2.01M 0.07%
3,532
-15
188
$1.97M 0.07%
9,426
+309
189
$1.77M 0.06%
59,402
190
$1.76M 0.06%
4,531
+13
191
$1.72M 0.06%
60,046
-1,105
192
$1.63M 0.06%
30,006
+6
193
$1.6M 0.06%
27,983
-166
194
$1.57M 0.06%
31,777
+1,045
195
$1.57M 0.06%
33,944
-2,397
196
$1.49M 0.05%
4,846
-21
197
$1.47M 0.05%
5,238
+4,215
198
$1.45M 0.05%
16,001
-232
199
$1.44M 0.05%
2,031
+3
200
$1.34M 0.05%
5,406
-1,086
6 7
8
9 10