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
$202M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$667K
3
+$609K
4
ADBE icon
Adobe
ADBE
+$406K
5
PYPL icon
PayPal
PYPL
+$336K

Top Sells

1
+$285K
2
+$249K
3
+$222K
4
YUMC icon
Yum China
YUMC
+$213K
5
GILD icon
Gilead Sciences
GILD
+$208K

Sector Composition

1 Technology 17.54%
2 Financials 14.05%
3 Healthcare 10.49%
4 Consumer Discretionary 8.86%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.01%
48,772
+495
27
$1.9M 0.94%
15,507
-584
28
$1.84M 0.91%
5,307
+241
29
$1.81M 0.9%
18,522
30
$1.75M 0.87%
29,360
-540
31
$1.7M 0.84%
40,516
-1,028
32
$1.67M 0.83%
21,208
-1,827
33
$1.62M 0.8%
4,355
+3
34
$1.6M 0.79%
5,491
+162
35
$1.54M 0.76%
7,449
+677
36
$1.53M 0.76%
64,024
+32,456
37
$1.51M 0.75%
13,668
-598
38
$1.5M 0.75%
15,913
-191
39
$1.46M 0.72%
25,988
40
$1.38M 0.68%
8,387
+1,783
41
$1.37M 0.68%
15,563
-341
42
$1.36M 0.67%
18,522
+201
43
$1.35M 0.67%
20,193
-511
44
$1.33M 0.66%
16,001
-124
45
$1.33M 0.66%
12,389
-345
46
$1.33M 0.66%
15,122
+3,822
47
$1.31M 0.65%
186,840
+34,120
48
$1.29M 0.64%
21,370
-1,472
49
$1.26M 0.63%
6,095
-75
50
$1.25M 0.62%
7,047
+857
1
2
3 4 5