BFA

Bill Few Associates Portfolio holdings

AUM $406M
1-Year Est. Return 19.64%
This Quarter Est. Return
1 Year Est. Return
+19.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$749K
3
+$687K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$610K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$490K

Top Sells

1
+$213K
2
+$160K
3
+$148K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$96.1K
5
VZ icon
Verizon
VZ
+$82.4K

Sector Composition

1 Technology 25.23%
2 Financials 13.13%
3 Healthcare 10.82%
4 Consumer Discretionary 8.84%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.12%
+2,670
127
$267K 0.12%
+11,179
128
$265K 0.12%
+11,147
129
$257K 0.12%
5,270
-100
130
$248K 0.11%
2,400
131
$246K 0.11%
2,265
132
$243K 0.11%
4,423
-112
133
$237K 0.11%
3,562
134
$237K 0.11%
935
135
$235K 0.11%
2,905
-500
136
$233K 0.11%
4,860
137
$228K 0.1%
+4,635
138
$224K 0.1%
+4,800
139
$221K 0.1%
+6,363
140
$220K 0.1%
8,838
141
$220K 0.1%
+931
142
$217K 0.1%
+10,504
143
$216K 0.1%
8,813
144
$215K 0.1%
5,953
-785
145
$212K 0.1%
600
-80
146
$212K 0.1%
+1,425
147
$210K 0.1%
+361
148
$209K 0.1%
2,150
149
$209K 0.1%
6,486
-46
150
$205K 0.09%
+7,710
3 4 5
6
7