BAG

Briggs Advisory Group Portfolio holdings

AUM $175M
1-Year Est. Return 16.29%
This Quarter Est. Return
1 Year Est. Return
+16.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.24M
3
+$1.07M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$926K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$888K

Top Sells

1
+$631K
2
+$366K
3
+$347K
4
CVS icon
CVS Health
CVS
+$294K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$250K

Sector Composition

1 Technology 2.05%
2 Financials 1.82%
3 Communication Services 1.2%
4 Healthcare 0.78%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,009
52
– –
-4,322
1 2
3