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
$184M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$402K
2 +$359K
3 +$247K
4
GD icon
General Dynamics
GD
+$246K
5
COP icon
ConocoPhillips
COP
+$244K

Top Sells

1 +$2.04M
2 +$240K
3 +$223K
4
UWM icon
ProShares Ultra Russell2000
UWM
+$222K
5
DD icon
DuPont de Nemours
DD
+$213K

Sector Composition

1 Technology 24.81%
2 Financials 13.92%
3 Healthcare 13.16%
4 Communication Services 8.23%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,906
127
-2,637