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
176
$1.18M 0.08%
120,477
-1,962
177
$1.14M 0.08%
26,346
-105
178
$1.14M 0.08%
6,938
-341
179
$1.12M 0.08%
12,114
-129
180
$1.07M 0.07%
3,644
-62
181
$1.04M 0.07%
12,454
-11,138
182
$999K 0.07%
4,749
-1,753
183
$961K 0.07%
13,590
-217
184
$958K 0.07%
6,415
-135
185
$952K 0.07%
21,659
-1,491
186
$933K 0.06%
11,562
-166
187
$927K 0.06%
7,280
188
$899K 0.06%
8,840
+3,420
189
$877K 0.06%
11,959
190
$873K 0.06%
21,648
-4,736
191
$872K 0.06%
4,307
-331
192
$861K 0.06%
5,219
193
$855K 0.06%
15,594
-1,063
194
$837K 0.06%
18,158
-20
195
$818K 0.06%
12,975
+7,174
196
$793K 0.05%
16,406
-285
197
$781K 0.05%
5,262
-55
198
$746K 0.05%
4,157
+3
199
$712K 0.05%
15,784
+3,721
200
$707K 0.05%
11,379
-620
6 7
8
9 10