BFC

Blue Fin Capital Portfolio holdings

AUM $587M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.14M
3
+$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.65M
5
XOM icon
Exxon Mobil
XOM
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.46%
2 Financials 11.01%
3 Technology 10.23%
4 Consumer Staples 10.01%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.12%
+48,006
27
$1.25M 1.11%
+30,137
28
$1.24M 1.1%
+15,185
29
$1.14M 1.01%
+12,538
30
$1.11M 0.99%
+11,425
31
$1.09M 0.98%
+23,543
32
$1.09M 0.97%
+22,755
33
$1.06M 0.95%
+18,172
34
$1.04M 0.93%
+12,530
35
$1.03M 0.92%
+26,840
36
$1.03M 0.91%
+14,524
37
$937K 0.83%
+10,330
38
$930K 0.83%
+17,616
39
$930K 0.83%
+22,625
40
$914K 0.81%
+17,197
41
$906K 0.81%
+17,365
42
$904K 0.81%
+16,629
43
$902K 0.8%
+42,144
44
$858K 0.76%
+9,517
45
$816K 0.73%
+17,979
46
$814K 0.73%
+11,361
47
$790K 0.7%
+13,698
48
$789K 0.7%
+14,443
49
$784K 0.7%
+20,456
50
$771K 0.69%
+2,436
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