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
26
$13.5M 0.93%
87,204
+793
27
$13.3M 0.92%
134,718
-239
28
$13.3M 0.92%
398,574
-981
29
$13.2M 0.91%
161,552
+6
30
$13.1M 0.9%
151,702
-230
31
$12.9M 0.89%
51,302
-1,431
32
$12.6M 0.87%
56,118
-122
33
$12.6M 0.87%
291,018
+23,085
34
$12.5M 0.86%
312,758
+1,870
35
$12.4M 0.86%
111,442
+19,006
36
$12.1M 0.83%
90,575
+542
37
$11.9M 0.82%
662,727
-1,091
38
$11.9M 0.82%
162,947
-886
39
$11.7M 0.8%
52,307
+428
40
$11.6M 0.8%
91,960
+478
41
$11.5M 0.79%
53,794
+3,014
42
$11.4M 0.78%
44,233
+636
43
$11.2M 0.77%
289,489
-380
44
$10.9M 0.75%
248,198
+1,067
45
$10.8M 0.74%
55,288
-707
46
$10.6M 0.73%
93,648
+468
47
$10.5M 0.73%
78,408
+378
48
$10.4M 0.72%
110,446
+4,241
49
$10.4M 0.72%
22,041
-295
50
$10.4M 0.72%
99,226
+2,177
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2
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