BFA

Bill Few Associates Portfolio holdings

AUM $417M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.01M
3
+$634K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$501K
5
D icon
Dominion Energy
D
+$458K

Top Sells

1
+$334K
2
+$228K
3
+$227K
4
UPS icon
United Parcel Service
UPS
+$225K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$218K

Sector Composition

1 Technology 23.65%
2 Financials 11.29%
3 Healthcare 7.65%
4 Consumer Discretionary 6.05%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.46%
21,156
-454
52
$1.73M 0.44%
2,261
-17
53
$1.69M 0.44%
4,947
+143
54
$1.67M 0.43%
8,988
-93
55
$1.63M 0.42%
24,313
+185
56
$1.57M 0.4%
9,095
57
$1.55M 0.4%
36,243
+853
58
$1.54M 0.4%
16,410
+497
59
$1.51M 0.39%
2
60
$1.47M 0.38%
4,467
+82
61
$1.43M 0.37%
88,886
+4
62
$1.37M 0.35%
14,193
-85
63
$1.31M 0.34%
14,803
-54
64
$1.31M 0.34%
30,009
+1,192
65
$1.28M 0.33%
6,821
-1,085
66
$1.27M 0.33%
47,671
+600
67
$1.23M 0.32%
11,799
+109
68
$1.21M 0.31%
2,030
+28
69
$1.13M 0.29%
+14,442
70
$1.12M 0.29%
3,690
-15
71
$1.12M 0.29%
25,507
+960
72
$1.1M 0.28%
2,300
-13
73
$1.09M 0.28%
12,938
+106
74
$1.04M 0.27%
1,555
-338
75
$1.03M 0.27%
26,125
+1,643
1 2
3
4 5