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
$180M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$612K
3
+$460K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$399K
5
TSLA icon
Tesla
TSLA
+$389K

Top Sells

1
+$1.13M
2
+$1.13M
3
+$691K
4
SWKS icon
Skyworks Solutions
SWKS
+$690K
5
ADP icon
Automatic Data Processing
ADP
+$571K

Sector Composition

1 Technology 23.08%
2 Financials 12.6%
3 Healthcare 12.32%
4 Consumer Discretionary 9.26%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.44%
73,687
+450
27
$2.51M 1.39%
14,020
28
$2.42M 1.34%
43,212
+1,280
29
$2.39M 1.33%
23,827
+3,313
30
$2.03M 1.13%
19,511
+440
31
$1.83M 1.02%
24,139
+275
32
$1.65M 0.92%
6,668
+168
33
$1.57M 0.87%
43,427
+1,525
34
$1.52M 0.85%
8,890
+100
35
$1.35M 0.75%
3,300
36
$1.32M 0.74%
8,543
+479
37
$1.3M 0.72%
12,244
+2,226
38
$1.25M 0.69%
9,355
+3,440
39
$1.23M 0.68%
5,459
+266
40
$1.09M 0.61%
43,693
+7,784
41
$1.08M 0.6%
5,287
+297
42
$1.04M 0.58%
8,211
+511
43
$988K 0.55%
3,535
+17
44
$959K 0.53%
20,201
+3,174
45
$931K 0.52%
2
46
$930K 0.52%
8,970
-80
47
$928K 0.52%
80,013
48
$892K 0.5%
1,946
49
$880K 0.49%
17,913
+1,299
50
$874K 0.49%
26,757
+1,040
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2
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