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
$191M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$284K
3
+$257K
4
GILD icon
Gilead Sciences
GILD
+$255K
5
MPC icon
Marathon Petroleum
MPC
+$231K

Top Sells

1
+$249K
2
+$204K
3
+$200K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$90.1K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$65.9K

Sector Composition

1 Technology 25%
2 Financials 12.58%
3 Healthcare 11.86%
4 Consumer Discretionary 9.15%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.32%
13,785
-140
27
$2.43M 1.27%
79,857
+515
28
$2.13M 1.12%
47,793
+3,281
29
$1.97M 1.03%
24,318
+535
30
$1.97M 1.03%
9,230
+285
31
$1.88M 0.99%
20,636
-20
32
$1.85M 0.97%
7,149
+275
33
$1.5M 0.78%
25,628
+1,010
34
$1.48M 0.77%
44,776
+1,604
35
$1.43M 0.75%
9,165
-381
36
$1.41M 0.74%
3,300
37
$1.4M 0.73%
52,801
+4,510
38
$1.36M 0.71%
30,161
+3,266
39
$1.34M 0.7%
10,899
-1
40
$1.27M 0.66%
9,670
+1,000
41
$1.25M 0.65%
5,443
-16
42
$1.2M 0.63%
9,252
43
$1.19M 0.62%
11,594
+749
44
$1.19M 0.62%
+42,650
45
$1.08M 0.57%
2,014
-20
46
$1.06M 0.56%
2
47
$994K 0.52%
7,821
+500
48
$961K 0.5%
4,522
-424
49
$929K 0.49%
3,525
-18
50
$918K 0.48%
17,226
1
2
3 4 5