BFA

Bragg Financial Advisors Portfolio holdings

AUM $3.02B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.23M
3
+$3.88M
4
UPBD icon
Upbound Group
UPBD
+$2.63M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.37M

Top Sells

1
+$2.54M
2
+$1.97M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.77M
5
HMN icon
Horace Mann Educators
HMN
+$1.56M

Sector Composition

1 Technology 21.52%
2 Financials 14.93%
3 Industrials 9.57%
4 Healthcare 9.52%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$323K 0.02%
4,119
-2,371
252
$322K 0.02%
1,880
253
$321K 0.02%
2,151
254
$317K 0.02%
9,930
-722
255
$316K 0.02%
1,184
-235
256
$312K 0.02%
807
-130
257
$309K 0.02%
18,011
258
$307K 0.02%
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259
$293K 0.02%
1,862
+346
260
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261
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1,369
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262
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3,488
263
$276K 0.02%
9,219
264
$276K 0.02%
1,720
265
$275K 0.02%
2,020
266
$274K 0.02%
+5,665
267
$273K 0.02%
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268
$268K 0.02%
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269
$268K 0.02%
3,249
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270
$267K 0.02%
14,022
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271
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1,922
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272
$254K 0.02%
3,408
-98
273
$252K 0.02%
3,195
-52
274
$245K 0.02%
1,555
275
$240K 0.02%
2,411
8 9 10
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