BFA

Bill Few Associates Portfolio holdings

AUM $417M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$996K
2
+$702K
3
+$629K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$483K

Top Sells

1
+$213K
2
+$156K
3
+$144K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$90.7K
5
VZ icon
Verizon
VZ
+$77.3K

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
151
$205K 0.09%
+7,855
152
$203K 0.09%
+914
153
$203K 0.09%
+6,483
154
$202K 0.09%
1,740
155
$179K 0.08%
22,150
156
$178K 0.08%
11,497
157
– –
-3,071
3 4 5 6
7