BAG
Briggs Advisory Group Portfolio holdings
AUM
$175M
This Quarter Return
-4.38%
1 Year Return
+16.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-2.4%)
Cap. Flow
+$3.72M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
72.76%
Holding
60
New
4
Increased
12
Reduced
26
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$878K |
| 2 |
HarborOne Bancorp
HONE
|
$666K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$308K |
| 4 |
American Express
AXP
|
$169K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$129K |
Sector Composition
| 1 | Financials | 3.59% |
| 2 | Technology | 3.52% |
| 3 | Healthcare | 0.82% |
| 4 | Communication Services | 0.61% |
| 5 | Industrials | 0.56% |
