BAG
Briggs Advisory Group Portfolio holdings
AUM
$175M
1-Year Est. Return
16.29%
1 Year Est. Return
+16.29%
AUM
$179M
AUM Growth
+$10.3M
(+6.1%)
Holding
57
Top Buys
| 1 | +$1.61M | |
| 2 | +$932K | |
| 3 | +$580K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$518K |
| 5 |
Apple
AAPL
|
+$449K |
Top Sells
| 1 | +$576K | |
| 2 | +$492K | |
| 3 | +$305K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$252K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$233K |
Sector Composition
| 1 | Financials | 4.17% |
| 2 | Technology | 3.91% |
| 3 | Healthcare | 0.8% |
| 4 | Industrials | 0.74% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Independent Bank
INDB
$3.84B
| $283K | 0.16% |
6,358
|
|
||
52
Broadcom
AVGO
$1.61T
| $263K | 0.15% |
+3,030
|
|
||
53
Avantis US Small Cap Value ETF
AVUV
$20.2B
| $230K | 0.13% |
2,962
-7,422
|
|
||
54
SPDR S&P 500 ETF Trust
SPY
$712B
| $222K | 0.12% |
500
|
|
||
55
Chevron
CVX
$295B
| $219K | 0.12% |
1,395
+16
|
|
||
56
iShares Russell Mid-Cap ETF
IWR
$46.3B
| $212K | 0.12% |
2,902
|
|
||
57
NextEra Energy
NEE
$166B
| – | – |
-2,636
|
|