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
51
$1.09M 0.5%
79,363
-249
52
$1.09M 0.5%
2
53
$1.07M 0.49%
4,522
54
$1.07M 0.49%
44,792
+7,796
55
$1.07M 0.49%
13,738
+4,752
56
$1,000K 0.46%
1,970
57
$997K 0.45%
23,632
+5,655
58
$958K 0.44%
2,006
+1,278
59
$918K 0.42%
11,019
+2,790
60
$915K 0.42%
17,418
+192
61
$817K 0.37%
2,728
62
$762K 0.35%
15,088
+1,141
63
$754K 0.34%
3,759
+1,004
64
$753K 0.34%
2,547
+1
65
$749K 0.34%
7,957
+201
66
$731K 0.33%
2,803
-48
67
$644K 0.29%
5,592
+51
68
$641K 0.29%
11,555
+3,850
69
$607K 0.28%
5,445
70
$597K 0.27%
3,150
71
$584K 0.27%
12,974
+6,735
72
$571K 0.26%
2,325
+160
73
$557K 0.25%
12,699
+1,345
74
$551K 0.25%
1,046
+402
75
$544K 0.25%
3,186
+1,005
1 2
3
4 5