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
$279M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.07M
3
+$767K
4
AMZN icon
Amazon
AMZN
+$759K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$480K
2
+$456K
3
+$383K
4
RTX icon
RTX Corp
RTX
+$375K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$246K

Sector Composition

1 Technology 25.22%
2 Financials 15.46%
3 Communication Services 10.04%
4 Consumer Discretionary 10%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.03%
22,583
-295
27
$2.77M 0.99%
21,825
+961
28
$2.67M 0.96%
37,340
-5,251
29
$2.47M 0.88%
31,620
+670
30
$2.45M 0.88%
6,895
+717
31
$2.33M 0.83%
26,560
32
$2.29M 0.82%
12,663
+103
33
$2.21M 0.79%
9,025
+370
34
$2.16M 0.77%
96,788
+16,333
35
$2.12M 0.76%
19,330
+1,544
36
$2.06M 0.74%
30,246
+5,507
37
$1.94M 0.69%
13,942
+1,050
38
$1.89M 0.68%
7,123
+762
39
$1.82M 0.65%
20,860
+3,219
40
$1.81M 0.65%
15,585
+262
41
$1.79M 0.64%
117,328
+1,668
42
$1.74M 0.62%
10,317
-172
43
$1.72M 0.62%
+8,116
44
$1.7M 0.61%
46,133
-1,281
45
$1.68M 0.6%
19,330
46
$1.67M 0.6%
24,401
47
$1.62M 0.58%
13,713
+1,996
48
$1.53M 0.55%
5,863
+1,000
49
$1.53M 0.55%
27,852
+2,845
50
$1.51M 0.54%
9,980
+1,030
1
2
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