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
$282M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$368K
3
+$343K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$318K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$296K

Top Sells

1
+$330K
2
+$243K
3
+$239K
4
AAPL icon
Apple
AAPL
+$192K
5
LLY icon
Eli Lilly
LLY
+$151K

Sector Composition

1 Technology 26.11%
2 Financials 13.15%
3 Healthcare 9.89%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.16%
89,860
+2,326
27
$3.21M 1.14%
15,552
+135
28
$3.12M 1.11%
88,996
-844
29
$3.01M 1.07%
54,993
+4,482
30
$2.91M 1.03%
13,185
+155
31
$2.82M 1%
8,510
+222
32
$2.64M 0.94%
105,481
-4,598
33
$2.51M 0.89%
86,763
+2,931
34
$2.42M 0.86%
25,165
+969
35
$2.25M 0.8%
83,562
+7,421
36
$2.18M 0.77%
11,793
+13
37
$2.15M 0.76%
22,010
+680
38
$2.14M 0.76%
3,737
+642
39
$2.06M 0.73%
45,320
+6,506
40
$2.03M 0.72%
10,045
+185
41
$1.98M 0.7%
43,329
+997
42
$1.96M 0.69%
2,210
-171
43
$1.86M 0.66%
23,815
+329
44
$1.83M 0.65%
7,579
+190
45
$1.82M 0.65%
10,980
+334
46
$1.72M 0.61%
56,954
+11,373
47
$1.65M 0.59%
42,400
-993
48
$1.65M 0.59%
8,860
+370
49
$1.54M 0.55%
19,029
-1,470
50
$1.5M 0.53%
9,229
+9
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