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
101
$472K 0.17%
17,532
102
$469K 0.17%
3,358
103
$469K 0.17%
3,868
-100
104
$468K 0.17%
3,422
+59
105
$464K 0.16%
3,086
106
$458K 0.16%
783
-15
107
$446K 0.16%
2,325
+80
108
$437K 0.16%
6,935
+4
109
$436K 0.15%
13,179
-399
110
$434K 0.15%
20,885
-693
111
$426K 0.15%
6,573
112
$424K 0.15%
5,903
-1,008
113
$415K 0.15%
17,462
114
$406K 0.14%
17,119
115
$404K 0.14%
17,142
116
$399K 0.14%
3,350
117
$393K 0.14%
4,216
+1,763
118
$387K 0.14%
5,863
+117
119
$383K 0.14%
15,302
120
$382K 0.14%
539
121
$376K 0.13%
1,034
122
$375K 0.13%
13,674
123
$375K 0.13%
2,299
-132
124
$371K 0.13%
7,011
+646
125
$354K 0.13%
15,972
3 4
5
6 7