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
76
$529K 0.24%
13,117
77
$516K 0.24%
2,963
-13
78
$514K 0.23%
1,285
-28
79
$503K 0.23%
3,873
-32
80
$499K 0.23%
3,054
-222
81
$481K 0.22%
6,549
+2,860
82
$480K 0.22%
727
83
$476K 0.22%
1,162
-11
84
$474K 0.22%
2,648
-58
85
$471K 0.22%
7,907
-12
86
$470K 0.21%
1,633
87
$470K 0.21%
28,013
+938
88
$470K 0.21%
9,154
+725
89
$469K 0.21%
16,567
90
$465K 0.21%
3,358
91
$461K 0.21%
3,795
+1,600
92
$450K 0.21%
10,345
+50
93
$442K 0.2%
5,841
+2,173
94
$440K 0.2%
7,830
-1,712
95
$422K 0.19%
20,428
96
$416K 0.19%
14,730
+1,780
97
$382K 0.17%
3,941
-25
98
$382K 0.17%
4,545
+1,019
99
$382K 0.17%
12,181
-625
100
$382K 0.17%
14,078
-384
2 3
4
5 6