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
151
$2.05M 0.14%
9,652
+876
152
$2.03M 0.14%
16,106
-92
153
$1.88M 0.13%
90,374
+7,518
154
$1.84M 0.13%
51,905
-280
155
$1.84M 0.13%
17,499
+639
156
$1.82M 0.13%
9,659
-214
157
$1.81M 0.12%
27,142
-1,341
158
$1.74M 0.12%
8,754
+36
159
$1.64M 0.11%
3,343
-150
160
$1.61M 0.11%
44,343
+1,490
161
$1.6M 0.11%
253,842
+1,144
162
$1.52M 0.1%
6,702
-50
163
$1.51M 0.1%
10,030
+1,539
164
$1.48M 0.1%
21,104
-936
165
$1.44M 0.1%
6,944
+2,831
166
$1.38M 0.1%
8,132
+5,401
167
$1.33M 0.09%
16,647
-457
168
$1.3M 0.09%
22,354
+2,748
169
$1.27M 0.09%
13,254
+2
170
$1.27M 0.09%
41,923
+6,781
171
$1.26M 0.09%
15,098
-5
172
$1.25M 0.09%
10,075
173
$1.24M 0.09%
5,548
-107
174
$1.21M 0.08%
14,622
175
$1.19M 0.08%
3,882
-177
5 6
7
8 9