We are live on ! Find out more
BFC

Blue Fin Capital Portfolio holdings

AUM $610M
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.29M
3
+$1.18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.06M

Top Sells

1
+$1.52M
2
+$1.26M
3
+$947K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$681K
5
V icon
Visa
V
+$617K

Sector Composition

1 Technology 34.98%
2 Communication Services 10.05%
3 Financials 9.85%
4 Consumer Discretionary 6.25%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
26
iShares Core S&P Total US Stock Market ETF
ITOT
$91.9B
$4.85M 0.8%
34,065
+4,981
TJX icon
27
TJX Companies
TJX
$181B
$4.62M 0.76%
28,947
+252
AMD icon
28
Advanced Micro Devices
AMD
$836B
$4.55M 0.75%
22,358
+82
IWV icon
29
iShares Russell 3000 ETF
IWV
$19.2B
$4.51M 0.74%
12,156
-18
UNH icon
30
UnitedHealth
UNH
$363B
$4.38M 0.72%
16,171
+47
LMT icon
31
Lockheed Martin
LMT
$123B
$4.26M 0.7%
7,050
+163
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$4.15M 0.68%
50,218
+15,633
NEE icon
33
NextEra Energy
NEE
$179B
$4.12M 0.68%
44,367
+926
BLK icon
34
Blackrock
BLK
$164B
$4.11M 0.67%
4,273
+125
BN icon
35
Brookfield
BN
$99.9B
$3.93M 0.64%
97,107
-6,106
HD icon
36
Home Depot
HD
$327B
$3.73M 0.61%
11,344
+466
ABBV icon
37
AbbVie
ABBV
$391B
$3.58M 0.59%
16,445
+147
BKLN icon
38
Invesco Senior Loan ETF
BKLN
$7.13B
$3.53M 0.58%
173,088
+7,696
SYK icon
39
Stryker
SYK
$115B
$3.36M 0.55%
10,226
-19
IEFA icon
40
iShares Core MSCI EAFE ETF
IEFA
$184B
$3.27M 0.54%
36,083
+7,635
EEM icon
41
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$3.21M 0.53%
56,505
-5,426
MRK icon
42
Merck
MRK
$285B
$3.2M 0.53%
26,625
-2,090
NOC icon
43
Northrop Grumman
NOC
$78.1B
$3.19M 0.52%
4,669
+71
ARM icon
44
Arm
ARM
$447B
$3.1M 0.51%
20,480
-2,253
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$2.91M 0.48%
41,788
+14,711
JNK icon
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.67B
$2.61M 0.43%
27,231
-288
MDY icon
47
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$2.6M 0.43%
4,219
+502
AMGN icon
48
Amgen
AMGN
$184B
$2.58M 0.42%
7,338
-106
BX icon
49
Blackstone
BX
$153B
$2.46M 0.4%
21,404
+1,203
SPGI icon
50
S&P Global
SPGI
$124B
$2.43M 0.4%
5,709
+400
1
2
3 4 5