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
$194M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$356K
3
+$313K
4
NVDA icon
NVIDIA
NVDA
+$306K
5
NFLX icon
Netflix
NFLX
+$280K

Top Sells

1
+$6.11M
2
+$1.09M
3
+$290K
4
LOW icon
Lowe's Companies
LOW
+$235K
5
MMM icon
3M
MMM
+$207K

Sector Composition

1 Financials 15.79%
2 Technology 14.81%
3 Healthcare 10.74%
4 Consumer Discretionary 8.3%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.04%
26,418
-493
27
$1.98M 1.02%
5,435
+245
28
$1.95M 1.01%
133,382
+2,070
29
$1.92M 0.99%
46,811
+91
30
$1.89M 0.97%
73,871
+6,968
31
$1.84M 0.95%
18,245
-262
32
$1.82M 0.94%
16,072
+3,142
33
$1.73M 0.89%
8,401
+716
34
$1.62M 0.83%
13,000
-628
35
$1.6M 0.83%
24,241
+1,083
36
$1.59M 0.82%
14,554
-35
37
$1.55M 0.8%
4,262
+166
38
$1.53M 0.79%
18,207
+241
39
$1.52M 0.78%
28,140
40
$1.49M 0.77%
361,840
+74,440
41
$1.42M 0.73%
38,475
+1,188
42
$1.4M 0.72%
7,612
+36
43
$1.38M 0.71%
6,656
+117
44
$1.38M 0.71%
19,259
+70
45
$1.37M 0.71%
25,111
+590
46
$1.35M 0.69%
22,010
47
$1.33M 0.69%
25,195
48
$1.31M 0.68%
11,381
-1,003
49
$1.29M 0.66%
11,619
+101
50
$1.25M 0.64%
3,393
+762
1
2
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