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
51
$1.42M 0.5%
12,493
-1,072
52
$1.38M 0.49%
2
53
$1.35M 0.48%
4,926
+359
54
$1.29M 0.46%
91,309
-583
55
$1.28M 0.45%
4,522
56
$1.26M 0.45%
14,278
+712
57
$1.24M 0.44%
10,095
+4,900
58
$1.23M 0.44%
4,031
59
$1.19M 0.42%
8,977
60
$1.16M 0.41%
30,754
+8,462
61
$1.13M 0.4%
1,988
+5
62
$1.1M 0.39%
1,900
-179
63
$1.05M 0.37%
12,086
+533
64
$1.01M 0.36%
12,184
+492
65
$963K 0.34%
2,462
-28
66
$956K 0.34%
21,705
+393
67
$893K 0.32%
7,357
68
$869K 0.31%
2,406
-50
69
$832K 0.3%
15,642
+62
70
$816K 0.29%
3,117
-250
71
$799K 0.28%
3,615
72
$726K 0.26%
32,999
-167
73
$722K 0.26%
3,476
74
$711K 0.25%
8,100
+1,699
75
$708K 0.25%
3,173
1 2
3
4 5