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
101
$5.72M 0.39%
114,895
+8,341
102
$5.66M 0.39%
71,213
+1,020
103
$5.64M 0.39%
39,232
-348
104
$5.61M 0.39%
149,722
-7,832
105
$5.53M 0.38%
65,626
+5,155
106
$5.48M 0.38%
366,753
-870
107
$5.29M 0.36%
55,274
+14
108
$5.22M 0.36%
62,857
+1,934
109
$5.14M 0.35%
10,131
+1,013
110
$5.05M 0.35%
207,240
-444
111
$4.84M 0.33%
244,978
-276
112
$4.83M 0.33%
113,978
-108
113
$4.81M 0.33%
173,178
+49
114
$4.63M 0.32%
53,738
+11,530
115
$4.57M 0.32%
83,041
+3,837
116
$4.48M 0.31%
102,919
+10,518
117
$4.32M 0.3%
20,135
+1,174
118
$4.06M 0.28%
61,958
+247
119
$3.84M 0.26%
10,741
-310
120
$3.77M 0.26%
26,057
-145
121
$3.61M 0.25%
35,180
-24,750
122
$3.59M 0.25%
104,914
-3,319
123
$3.5M 0.24%
13,107
+9
124
$3.41M 0.24%
21,093
+3,238
125
$3.39M 0.23%
20,736
-698
3 4
5
6 7