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
76
$707K 0.25%
13,874
77
$678K 0.24%
8,532
+1,445
78
$676K 0.24%
3,890
+100
79
$668K 0.24%
13,095
-98
80
$653K 0.23%
5,501
+200
81
$647K 0.23%
10,381
+5
82
$639K 0.23%
18,365
+470
83
$609K 0.22%
17,777
-45
84
$598K 0.21%
1,225
85
$596K 0.21%
1,019
+50
86
$587K 0.21%
1,025
+20
87
$587K 0.21%
1,406
-37
88
$585K 0.21%
2,375
89
$585K 0.21%
5,075
90
$585K 0.21%
660
-45
91
$582K 0.21%
24,825
-2,361
92
$581K 0.21%
3,081
+28
93
$576K 0.2%
4,045
94
$561K 0.2%
6,637
-109
95
$549K 0.19%
13,133
+431
96
$538K 0.19%
3,984
97
$530K 0.19%
1,646
98
$529K 0.19%
5,865
+151
99
$519K 0.18%
10,806
-1,542
100
$510K 0.18%
9,865
+160
2 3
4
5 6