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
151
$249K 0.09%
6,687
+36
152
$243K 0.09%
2,668
153
$242K 0.09%
3,374
-10
154
$241K 0.09%
+2,991
155
$241K 0.09%
12,583
+365
156
$235K 0.08%
4,803
-1,150
157
$233K 0.08%
6,751
158
$232K 0.08%
+430
159
$231K 0.08%
22,150
160
$231K 0.08%
2,110
161
$229K 0.08%
464
162
$222K 0.08%
+6,648
163
$220K 0.08%
+764
164
$219K 0.08%
8,838
165
$218K 0.08%
+1,950
166
$218K 0.08%
838
-285
167
$216K 0.08%
8,813
168
$212K 0.08%
1,240
169
$211K 0.08%
1,243
-113
170
$209K 0.07%
+5,905
171
$208K 0.07%
+2,357
172
$206K 0.07%
+5,085
173
$205K 0.07%
9,240
174
$205K 0.07%
9,605
175
$204K 0.07%
8,770
4 5 6
7
8