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
$190M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$640K
3
+$452K
4
NVDA icon
NVIDIA
NVDA
+$434K
5
UNH icon
UnitedHealth
UNH
+$327K

Top Sells

1
+$425K
2
+$407K
3
+$379K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$353K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$347K

Sector Composition

1 Technology 16.9%
2 Financials 14.33%
3 Healthcare 10.89%
4 Consumer Discretionary 8.6%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.99%
46,720
-1,239
27
$1.87M 0.98%
4,367
+270
28
$1.84M 0.97%
18,507
-29
29
$1.7M 0.89%
16,414
+1,301
30
$1.68M 0.88%
13,628
-993
31
$1.67M 0.88%
66,903
+7,061
32
$1.65M 0.87%
28,140
-300
33
$1.57M 0.82%
23,158
+1,868
34
$1.56M 0.82%
4,096
-274
35
$1.56M 0.82%
5,190
+205
36
$1.52M 0.8%
14,589
-1,042
37
$1.52M 0.8%
7,685
+745
38
$1.49M 0.78%
11,518
-382
39
$1.44M 0.76%
7,576
+46
40
$1.44M 0.75%
17,966
-298
41
$1.42M 0.75%
12,930
-232
42
$1.4M 0.74%
12,384
-719
43
$1.34M 0.71%
22,010
44
$1.34M 0.7%
25,195
-360
45
$1.32M 0.69%
24,521
+577
46
$1.31M 0.69%
19,189
+92
47
$1.29M 0.68%
287,400
+96,760
48
$1.24M 0.65%
6,539
-424
49
$1.21M 0.64%
37,287
-714
50
$1.2M 0.63%
14,847
-694
1
2
3 4 5