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
$138M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$650K
3
+$486K
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$379K
5
BABA icon
Alibaba
BABA
+$365K

Top Sells

1
+$228K
2
+$223K
3
+$222K
4
EXC icon
Exelon
EXC
+$208K
5
AGN
Allergan Inc
AGN
+$202K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.58%
3 Financials 10.45%
4 Consumer Staples 8.59%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.98%
24,836
+105
27
$1.26M 0.91%
6,195
+174
28
$1.25M 0.9%
15,287
+180
29
$1.24M 0.9%
45,291
-570
30
$1.2M 0.87%
11,010
+40
31
$1.2M 0.87%
17,335
-230
32
$1.2M 0.87%
29,622
-910
33
$1.2M 0.86%
3,269
+121
34
$1.18M 0.85%
15,068
-50
35
$1.17M 0.85%
12,280
+200
36
$1.16M 0.84%
44,764
+300
37
$1.15M 0.83%
17,895
-20
38
$1.14M 0.82%
15,675
+200
39
$1.09M 0.79%
18,081
+213
40
$1.09M 0.79%
70,835
-5,325
41
$1.08M 0.78%
25,760
+850
42
$1.07M 0.77%
19,697
+35
43
$1.06M 0.77%
24,055
+300
44
$1M 0.73%
16,149
-295
45
$991K 0.72%
16,930
+40
46
$978K 0.71%
12,978
-100
47
$975K 0.7%
28,296
-274
48
$967K 0.7%
22,252
+135
49
$965K 0.7%
14,760
-210
50
$964K 0.7%
20,801
-120
1
2
3 4 5