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
51
$776K 0.43%
2,720
52
$763K 0.42%
7,843
+61
53
$733K 0.41%
2,134
+100
54
$720K 0.4%
6,973
+280
55
$699K 0.39%
30,162
+6,008
56
$693K 0.39%
13,263
+111
57
$652K 0.36%
3,068
+216
58
$648K 0.36%
4,842
59
$628K 0.35%
8,986
60
$617K 0.34%
14,039
+7,931
61
$612K 0.34%
+1,627
62
$612K 0.34%
8,829
+800
63
$605K 0.34%
31,419
+2,314
64
$596K 0.33%
13,367
+150
65
$585K 0.32%
2,555
66
$584K 0.32%
7,661
67
$569K 0.32%
3,402
+29
68
$525K 0.29%
3,150
69
$508K 0.28%
5,445
70
$499K 0.28%
3,573
71
$487K 0.27%
5,794
72
$480K 0.27%
1,161
73
$479K 0.27%
2,684
74
$467K 0.26%
3,021
+61
75
$454K 0.25%
9,075
+1,040
1 2
3
4 5