BFA
Bill Few Associates Portfolio holdings
AUM
$353M
1-Year Return
17.66%
This Quarter Return
+1.41%
1 Year Return
+17.66%
3 Year Return
+74.74%
5 Year Return
–
10 Year Return
–
AUM
$284M
AUM Growth
+$2.67M
(+0.95%)
Cap. Flow
+$1.35M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
35.81%
Holding
186
New
8
Increased
66
Reduced
66
Closed
12
Top Buys
| 1 |
Cisco
CSCO
|
$1.36M |
| 2 |
Capital Group Core Bond ETF
CGCB
|
$732K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$369K |
| 4 |
ConocoPhillips
COP
|
$329K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$318K |
Top Sells
| 1 |
JNPR
Juniper Networks
JNPR
|
$1.35M |
| 2 |
Apple
AAPL
|
$508K |
| 3 |
WBND
Western Asset Total Return ETF
WBND
|
$434K |
| 4 |
Dow Inc
DOW
|
$306K |
| 5 |
Carrier Global
CARR
|
$241K |
Sector Composition
| 1 | Technology | 26.37% |
| 2 | Financials | 13.87% |
| 3 | Healthcare | 8.94% |
| 4 | Consumer Discretionary | 7.8% |
| 5 | Communication Services | 6.6% |
