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
$292M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$793K
3
+$638K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$588K
5
CRWD icon
CrowdStrike
CRWD
+$384K

Top Sells

1
+$397K
2
+$310K
3
+$282K
4
AAPL icon
Apple
AAPL
+$258K
5
WELL icon
Welltower
WELL
+$247K

Sector Composition

1 Technology 24.24%
2 Financials 16.09%
3 Communication Services 10.83%
4 Consumer Discretionary 9.56%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.06%
40,825
+1,728
27
$3.07M 1.05%
4,072
+77
28
$2.76M 0.95%
35,724
-1,616
29
$2.72M 0.93%
7,368
+473
30
$2.7M 0.92%
26,080
-480
31
$2.45M 0.84%
13,276
+613
32
$2.38M 0.82%
31,639
+1,393
33
$2.38M 0.81%
7,783
+660
34
$2.34M 0.8%
19,511
+181
35
$2.33M 0.8%
31,754
+134
36
$2.25M 0.77%
9,223
+198
37
$2.19M 0.75%
98,867
+2,079
38
$2.01M 0.69%
22,111
+1,251
39
$1.98M 0.68%
51,260
+4,791
40
$1.89M 0.65%
10,137
-180
41
$1.86M 0.64%
10,222
+2,106
42
$1.78M 0.61%
13,138
-804
43
$1.77M 0.61%
19,165
-165
44
$1.71M 0.59%
6,195
+332
45
$1.7M 0.58%
15,568
-17
46
$1.69M 0.58%
14,838
+1,125
47
$1.69M 0.58%
112,344
-4,984
48
$1.68M 0.58%
46,316
+183
49
$1.67M 0.57%
25,220
+819
50
$1.61M 0.55%
10,700
+720
1
2
3 4 5