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
101
$373K 0.17%
3,590
102
$371K 0.17%
15,302
103
$370K 0.17%
13,674
104
$369K 0.17%
4,037
-847
105
$362K 0.17%
798
106
$353K 0.16%
2,295
-35
107
$347K 0.16%
2,207
+14
108
$345K 0.16%
5,243
-250
109
$345K 0.16%
950
110
$343K 0.16%
5,827
+118
111
$338K 0.15%
4,680
112
$336K 0.15%
+9,879
113
$325K 0.15%
5,345
+1,568
114
$317K 0.14%
+4,210
115
$315K 0.14%
1,034
116
$314K 0.14%
13,197
+4,275
117
$312K 0.14%
1,202
118
$306K 0.14%
8,882
-750
119
$300K 0.14%
4,607
120
$296K 0.14%
15,972
121
$296K 0.14%
4,548
+100
122
$294K 0.13%
+553
123
$286K 0.13%
1,930
+401
124
$286K 0.13%
4,073
125
$280K 0.13%
+3,570
3 4
5
6 7