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
201
$683K 0.05%
3,847
202
$678K 0.05%
2,556
+75
203
$639K 0.04%
2,780
-174
204
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205
$633K 0.04%
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-35
206
$628K 0.04%
18,404
207
$618K 0.04%
1,722
-23
208
$615K 0.04%
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209
$614K 0.04%
18,399
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210
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40,038
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211
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14,639
+4,415
212
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7,503
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213
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5,980
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214
$571K 0.04%
4,811
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215
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6,524
216
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217
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218
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5,963
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219
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7,371
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220
$526K 0.04%
12,005
221
$511K 0.04%
4,220
+75
222
$507K 0.04%
8,065
+83
223
$490K 0.03%
24,496
224
$486K 0.03%
1,211
225
$485K 0.03%
2,311
-76
7 8
9
10 11