BFA
Bill Few Associates Portfolio holdings
AUM
$353M
1-Year Return
17.66%
This Quarter Return
+9.3%
1 Year Return
+17.66%
3 Year Return
+74.74%
5 Year Return
–
10 Year Return
–
AUM
$353M
AUM Growth
+$73.4M
(+26%)
Cap. Flow
+$51.8M
Cap. Flow
% of AUM
14.67%
Top 10 Holdings %
Top 10 Hldgs %
37.64%
Holding
198
New
24
Increased
85
Reduced
49
Closed
4
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.26M |
| 2 |
Microsoft
MSFT
|
$777K |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$690K |
| 4 |
TJX Companies
TJX
|
$301K |
| 5 |
JNPR
Juniper Networks
JNPR
|
$223K |
Sector Composition
| 1 | Technology | 22.78% |
| 2 | Financials | 11.64% |
| 3 | Healthcare | 7.7% |
| 4 | Consumer Discretionary | 6.07% |
| 5 | Industrials | 5.8% |
