BFA

Bill Few Associates Portfolio holdings

AUM $406M
1-Year Est. Return 19.64%
This Quarter Est. Return
1 Year Est. Return
+19.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$749K
3
+$687K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$610K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$490K

Top Sells

1
+$213K
2
+$160K
3
+$148K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$96.1K
5
VZ icon
Verizon
VZ
+$82.4K

Sector Composition

1 Technology 25.23%
2 Financials 13.13%
3 Healthcare 10.82%
4 Consumer Discretionary 8.84%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.09%
78,822
-1,035
27
$2.3M 1.05%
80,037
-783
28
$2.22M 1.01%
47,312
-481
29
$2.16M 0.99%
8,968
-262
30
$2.05M 0.93%
22,681
-1,637
31
$2.03M 0.93%
21,166
+530
32
$1.86M 0.85%
43,057
-1,719
33
$1.77M 0.81%
59,345
+6,544
34
$1.71M 0.78%
7,014
-135
35
$1.67M 0.76%
3,832
+1,714
36
$1.67M 0.76%
34,199
+14,111
37
$1.67M 0.76%
10,759
-140
38
$1.52M 0.69%
3,193
-107
39
$1.5M 0.68%
24,348
-1,280
40
$1.44M 0.66%
9,217
+52
41
$1.42M 0.65%
5,443
42
$1.35M 0.62%
9,685
+15
43
$1.34M 0.61%
26,646
+1,715
44
$1.34M 0.61%
8,944
-308
45
$1.29M 0.59%
43,850
+1,200
46
$1.24M 0.57%
26,720
-3,441
47
$1.23M 0.56%
11,301
-293
48
$1.23M 0.56%
2,112
+98
49
$1.16M 0.53%
4,017
+492
50
$1.14M 0.52%
7,511
-310
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