BFA
Bill Few Associates Portfolio holdings
AUM
$353M
This Quarter Return
-3.36%
1 Year Return
+17.66%
3 Year Return
+74.74%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-1.2%)
Cap. Flow
+$5.69M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
142
New
8
Increased
65
Reduced
30
Closed
3
Top Buys
| 1 |
JNPR
Juniper Networks
JNPR
|
$1.19M |
| 2 |
Microsoft
MSFT
|
$284K |
| 3 |
Apple
AAPL
|
$257K |
| 4 |
Gilead Sciences
GILD
|
$255K |
| 5 |
Marathon Petroleum
MPC
|
$231K |
Top Sells
| 1 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$249K |
| 2 |
Mondelez International
MDLZ
|
$204K |
| 3 |
Thermo Fisher Scientific
TMO
|
$200K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$90.1K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$65.9K |
Sector Composition
| 1 | Technology | 25% |
| 2 | Financials | 12.58% |
| 3 | Healthcare | 11.86% |
| 4 | Consumer Discretionary | 9.15% |
| 5 | Industrials | 7.21% |
