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
276
$239K 0.02%
+2,406
277
$238K 0.02%
1,601
-283
278
$238K 0.02%
5,032
279
$237K 0.02%
10,060
-5,070
280
$237K 0.02%
2,858
-350
281
$236K 0.02%
3,916
282
$235K 0.02%
2,892
-1,308
283
$234K 0.02%
3,280
284
$233K 0.02%
3,777
-2,303
285
$232K 0.02%
2,548
286
$225K 0.02%
3,936
287
$220K 0.02%
1,217
-289
288
$214K 0.01%
9,825
+150
289
$213K 0.01%
2,842
-4,467
290
– –
-1,218
291
– –
-6,701
292
– –
-2,641
293
– –
-4,325
294
– –
-5,000
295
– –
-5,797
296
– –
-6,572
297
– –
-620
298
– –
-11,500
299
– –
-1,656
8 9 10 11
12