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
$282M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$368K
3
+$343K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$318K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$296K

Top Sells

1
+$330K
2
+$243K
3
+$239K
4
AAPL icon
Apple
AAPL
+$192K
5
LLY icon
Eli Lilly
LLY
+$151K

Sector Composition

1 Technology 26.11%
2 Financials 13.15%
3 Healthcare 9.89%
4 Consumer Discretionary 7.99%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.12%
1,156
-46
127
$342K 0.12%
553
128
$332K 0.12%
3,954
+234
129
$328K 0.12%
19,147
130
$321K 0.11%
10,791
-2,298
131
$321K 0.11%
2,352
+72
132
$321K 0.11%
7,482
+117
133
$310K 0.11%
4,195
+47
134
$307K 0.11%
3,137
+59
135
$306K 0.11%
5,606
+1,059
136
$305K 0.11%
1,229
137
$305K 0.11%
11,590
138
$303K 0.11%
11,825
139
$303K 0.11%
950
140
$297K 0.11%
3,548
+435
141
$287K 0.1%
1,888
-240
142
$282K 0.1%
3,829
143
$277K 0.1%
10,813
+42
144
$276K 0.1%
4,616
-16
145
$274K 0.1%
1,000
+2
146
$267K 0.09%
8,209
+59
147
$255K 0.09%
942
+25
148
$253K 0.09%
4,487
+117
149
$251K 0.09%
2,305
-36
150
$251K 0.09%
1,425
4 5
6
7 8