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
76
$7.75M 0.53%
112,214
+2,042
77
$7.73M 0.53%
113,716
+5,454
78
$7.66M 0.53%
46,900
+2,054
79
$7.64M 0.53%
309,581
+178,538
80
$7.57M 0.52%
170,420
+6,030
81
$7.5M 0.52%
55,250
+2,208
82
$7.3M 0.5%
283,362
-2,182
83
$7.3M 0.5%
192,149
-9,800
84
$7.27M 0.5%
78,853
+45,931
85
$7.25M 0.5%
31,160
+368
86
$7.24M 0.5%
4,407
+108
87
$7.18M 0.5%
70,708
+943
88
$7M 0.48%
238,641
+5,991
89
$6.96M 0.48%
226,253
+19,296
90
$6.82M 0.47%
60,400
+831
91
$6.79M 0.47%
79,196
+2,051
92
$6.63M 0.46%
35,321
+586
93
$6.61M 0.46%
299,440
-7,551
94
$6.59M 0.45%
66,681
+3,020
95
$6.22M 0.43%
66,533
+9,326
96
$6.21M 0.43%
257,568
+49,621
97
$6.16M 0.42%
51,842
+1,892
98
$6.15M 0.42%
102,536
-480
99
$5.78M 0.4%
188,723
-1,748
100
$5.75M 0.4%
285,734
+7,872
2 3
4
5 6