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
$156M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$798K
2 +$426K
3 +$336K
4
JPRE icon
JPMorgan Realty Income ETF
JPRE
+$241K
5
SHEL icon
Shell
SHEL
+$240K

Top Sells

1 +$621K
2 +$498K
3 +$423K
4
PPG icon
PPG Industries
PPG
+$315K
5
DIS icon
Walt Disney
DIS
+$312K

Sector Composition

1 Technology 23.33%
2 Healthcare 14.56%
3 Financials 12.35%
4 Consumer Discretionary 8.26%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,019
127
-6,210
128
-2,440