BFA

Bill Few Associates Portfolio holdings

AUM $388M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.1M
3
+$642K
4
PNC icon
PNC Financial Services
PNC
+$519K
5
TJX icon
TJX Companies
TJX
+$238K

Top Sells

1
+$447K
2
+$330K
3
+$312K
4
AAPL icon
Apple
AAPL
+$296K
5
NKE icon
Nike
NKE
+$231K

Sector Composition

1 Technology 23.04%
2 Healthcare 13.4%
3 Financials 12.96%
4 Consumer Discretionary 9.85%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.41%
71,762
+875
27
$1.96M 1.32%
22,744
+250
28
$1.91M 1.29%
20,286
-3,500
29
$1.76M 1.19%
43,655
+124
30
$1.51M 1.02%
6,782
-8
31
$1.43M 0.97%
117,910
-500
32
$1.38M 0.93%
8,445
-198
33
$1.37M 0.93%
16,296
+13,050
34
$1.17M 0.79%
3,277
+544
35
$1.17M 0.79%
7,814
+3,476
36
$1.16M 0.78%
13,604
+75
37
$1.15M 0.78%
+8,595
38
$932K 0.63%
80,412
+149
39
$922K 0.62%
5,193
-52
40
$865K 0.59%
9,050
+150
41
$864K 0.58%
10,042
-201
42
$812K 0.55%
2
43
$811K 0.55%
3,517
-1
44
$791K 0.54%
1,971
45
$771K 0.52%
16,982
+451
46
$757K 0.51%
6,703
+50
47
$721K 0.49%
4,991
-69
48
$718K 0.49%
16,614
49
$703K 0.48%
6,355
50
$680K 0.46%
26,403
+83
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2
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