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
$191M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$284K
3 +$257K
4
GILD icon
Gilead Sciences
GILD
+$255K
5
MPC icon
Marathon Petroleum
MPC
+$231K

Top Sells

1 +$249K
2 +$204K
3 +$200K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$90.1K
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$218K 0.11%
8,838
127
$217K 0.11%
2,265
128
$216K 0.11%
3,777
-580
129
$213K 0.11%
3,071
130
$212K 0.11%
4,860
131
$212K 0.11%
8,813
132
$208K 0.11%
+1,740
133
$208K 0.11%
+2,150
134
$205K 0.11%
8,922
135
$204K 0.11%
+680
136
$204K 0.11%
+2,733
137
$203K 0.11%
537
138
$168K 0.09%
22,150
139
$140K 0.07%
11,497
140
-4,000
141
-384
142
-2,794