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
$219M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$749K
3
+$687K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$610K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$490K

Top Sells

1
+$213K
2
+$160K
3
+$148K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$96.1K
5
VZ icon
Verizon
VZ
+$82.4K

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
1
$18.5M 8.45%
96,251
+5,393
2
$14.9M 6.79%
39,608
+543
3
$6.28M 2.86%
126,740
+2,550
4
$5.77M 2.63%
33,909
+311
5
$5.66M 2.58%
40,156
+980
6
$5.62M 2.56%
59,906
-365
7
$5.29M 2.41%
34,123
-396
8
$5.01M 2.28%
14,451
+137
9
$5M 2.28%
38,226
-500
10
$4.96M 2.26%
47,002
+995
11
$4.66M 2.13%
31,820
+935
12
$4.66M 2.13%
46,601
+1,078
13
$4.31M 1.97%
13,886
+101
14
$4.12M 1.88%
27,613
+564
15
$4.07M 1.86%
23,959
+336
16
$3.87M 1.76%
35,120
-705
17
$3.62M 1.65%
16,785
-230
18
$3.59M 1.64%
10,052
+1,375
19
$3.56M 1.62%
17,345
-165
20
$3.32M 1.51%
17,705
-140
21
$3.29M 1.5%
15,694
-145
22
$3.16M 1.44%
83,914
-2,185
23
$3.15M 1.44%
13,504
-300
24
$2.78M 1.27%
113,089
+240
25
$2.75M 1.26%
13,620
-165
1
2 3 4 5