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
126
$3.34M 0.23%
86,686
-27,148
127
$3.28M 0.23%
85,137
-485
128
$3.25M 0.22%
45,745
+2,658
129
$3.25M 0.22%
8
130
$3.22M 0.22%
31,385
-17,250
131
$3.13M 0.22%
78,874
-730
132
$2.97M 0.2%
26,828
+7,110
133
$2.91M 0.2%
45,929
+17,862
134
$2.84M 0.2%
37,013
-79
135
$2.63M 0.18%
+150,000
136
$2.54M 0.18%
7,615
-466
137
$2.53M 0.17%
4,600
+3,611
138
$2.51M 0.17%
26,985
-1,342
139
$2.49M 0.17%
14,584
-298
140
$2.45M 0.17%
102,072
+78,272
141
$2.41M 0.17%
28,755
+20,326
142
$2.32M 0.16%
30,954
+12,081
143
$2.29M 0.16%
25,445
+652
144
$2.28M 0.16%
50,089
+31,353
145
$2.27M 0.16%
49,145
-14,296
146
$2.25M 0.16%
21,066
-306
147
$2.14M 0.15%
42,520
-12,116
148
$2.14M 0.15%
38,241
-250
149
$2.09M 0.14%
12,414
-254
150
$2.06M 0.14%
4,530
4 5
6
7 8