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BCG
Bravias Capital Group Portfolio holdings
AUM
$168M
1-Year Est. Return
24.02%
This Fund
S&P 500
This Quarter
Est. Return
+3.84%
1 Year Est. Return
+24.02%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
98.55%
Top 10 Holdings %
Top 10 Hldgs %
55.25%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$21.8M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$10.8M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$7.06M |
| 4 |
Cambria Global Momentum ETF
GMOM
|
+$6.11M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.05% |
| 2 | Financials | 6.82% |
| 3 | Consumer Discretionary | 1.84% |
| 4 | Industrials | 1.74% |
| 5 | Communication Services | 1.62% |
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Bravias Capital Group's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Bravias Capital Group, which disclosed 107 positions worth $123M. Its ten largest holdings account for 55% of the portfolio.
Its largest position is Alpha Architect 1-3 Month Box ETF: 199,013 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 7% of assets, followed by Financials and Consumer Discretionary.
- Bravias Capital Group's largest Q4 2024 buy was Alpha Architect 1-3 Month Box ETF: 199,013 shares worth $22M.
- Bravias Capital Group's ten largest holdings make up 55% of its $123M portfolio in Q4 2024.
- Bravias Capital Group disclosed 107 positions in Q4 2024, its first 13F filing on record.
Based on Bravias Capital Group's 13F filing for Q4 2024, filed 6 Feb 2025.