BAG
Briggs Advisory Group Portfolio holdings
AUM
$175M
This Quarter Return
+5.7%
1 Year Return
+16.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.16%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$39.5M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$23.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$14.1M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$10.2M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$8.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.98% |
| 2 | Communication Services | 1.01% |
| 3 | Technology | 0.82% |
| 4 | Healthcare | 0.66% |
| 5 | Consumer Staples | 0.62% |
