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
$180M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$612K
3
+$460K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$399K
5
TSLA icon
Tesla
TSLA
+$389K

Top Sells

1
+$1.13M
2
+$1.13M
3
+$691K
4
SWKS icon
Skyworks Solutions
SWKS
+$690K
5
ADP icon
Automatic Data Processing
ADP
+$571K

Sector Composition

1 Technology 23.08%
2 Financials 12.6%
3 Healthcare 12.32%
4 Consumer Discretionary 9.26%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.18%
687
+25
102
$325K 0.18%
3,490
+50
103
$318K 0.18%
773
+25
104
$316K 0.18%
950
105
$300K 0.17%
2,235
106
$285K 0.16%
4,097
107
$282K 0.16%
934
108
$278K 0.15%
2,265
109
$273K 0.15%
4,743
+50
110
$255K 0.14%
15,972
111
$254K 0.14%
3,071
112
$253K 0.14%
11,260
113
$243K 0.14%
6,738
+138
114
$242K 0.13%
9,082
+1,800
115
$235K 0.13%
+4,287
116
$229K 0.13%
5,419
-87
117
$227K 0.13%
994
+124
118
$226K 0.13%
4,997
-168
119
$221K 0.12%
384
120
$221K 0.12%
+2,992
121
$221K 0.12%
+3,562
122
$220K 0.12%
8,838
123
$218K 0.12%
6,567
+100
124
$217K 0.12%
4,000
125
$216K 0.12%
8,813
2 3 4
5
6