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
$170M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$405K
3
+$381K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$308K
5
UNH icon
UnitedHealth
UNH
+$301K

Top Sells

1
+$610K
2
+$555K
3
+$452K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$412K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.41%
2 Financials 12.98%
3 Healthcare 9.94%
4 Communication Services 7.48%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.95%
21,552
-429
27
$1.59M 0.93%
4,953
+10
28
$1.59M 0.92%
22,229
+200
29
$1.57M 0.92%
30,020
+300
30
$1.53M 0.89%
20,745
+5,170
31
$1.52M 0.89%
65,925
-24,085
32
$1.47M 0.86%
27,450
-2,107
33
$1.46M 0.85%
15,104
+140
34
$1.38M 0.8%
5,174
-180
35
$1.37M 0.8%
34,993
-3,165
36
$1.29M 0.75%
39,108
+4,140
37
$1.25M 0.73%
13,618
38
$1.24M 0.72%
11,714
-180
39
$1.21M 0.7%
10,578
-105
40
$1.2M 0.7%
16,577
-4,435
41
$1.2M 0.7%
10,927
+550
42
$1.19M 0.69%
6,280
+120
43
$1.16M 0.68%
6,676
+370
44
$1.15M 0.67%
14,960
45
$1.14M 0.67%
14,236
-95
46
$1.13M 0.66%
9,380
-255
47
$1.1M 0.64%
13,059
+15
48
$1.08M 0.63%
4,915
+1,365
49
$1.07M 0.63%
14,446
+1,160
50
$1.06M 0.62%
23,215
-75
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