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
51
$10.3M 0.71%
254,988
-520
52
$10.2M 0.7%
99,831
+2,975
53
$10.2M 0.7%
116,576
+7,036
54
$10.2M 0.7%
144,398
-88
55
$9.95M 0.69%
102,866
+2,705
56
$9.94M 0.69%
342,583
+5,953
57
$9.85M 0.68%
189,060
-2,526
58
$9.7M 0.67%
156,104
+972
59
$9.63M 0.66%
57,692
+675
60
$9.38M 0.65%
104,153
+2,353
61
$9.34M 0.64%
114,050
+739
62
$9.18M 0.63%
32,279
+226
63
$9.02M 0.62%
75,315
-835
64
$8.98M 0.62%
261,323
+39,649
65
$8.9M 0.61%
168,338
-23,640
66
$8.87M 0.61%
117,252
+3,292
67
$8.81M 0.61%
196,694
+49,633
68
$8.74M 0.6%
132,136
+58,590
69
$8.52M 0.59%
263,503
+39,477
70
$8.46M 0.58%
475,749
-1,931
71
$8.15M 0.56%
70,119
-2,402
72
$8.11M 0.56%
84,853
+2,067
73
$8.03M 0.55%
626,130
+4,121
74
$8.01M 0.55%
76,280
-17,109
75
$7.76M 0.53%
87,708
+322
1 2
3
4 5