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
$328M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$389K
3
+$384K
4
BA icon
Boeing
BA
+$380K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$331K

Top Sells

1
+$623K
2
+$227K
3
+$202K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$146K
5
AAPL icon
Apple
AAPL
+$131K

Sector Composition

1 Technology 26.81%
2 Financials 15.81%
3 Communication Services 11.55%
4 Consumer Discretionary 8.93%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.01%
24,940
27
$3.32M 1.01%
20,548
-117
28
$3.23M 0.99%
41,104
+413
29
$2.89M 0.88%
33,576
-1,401
30
$2.78M 0.85%
11,327
+628
31
$2.77M 0.85%
8,446
+135
32
$2.59M 0.79%
15,302
+381
33
$2.54M 0.77%
7,349
-90
34
$2.48M 0.76%
29,214
-1,058
35
$2.39M 0.73%
9,051
-23
36
$2.38M 0.73%
107,787
+8,749
37
$2.27M 0.69%
30,162
-177
38
$2.25M 0.69%
9,748
-102
39
$2.24M 0.68%
18,981
-68
40
$2.07M 0.63%
48,794
-1,657
41
$2.06M 0.63%
6,457
+184
42
$1.99M 0.61%
12,316
+1,504
43
$1.92M 0.59%
44,600
-409
44
$1.91M 0.58%
4,486
+3
45
$1.85M 0.56%
21,871
-118
46
$1.82M 0.56%
36,788
47
$1.81M 0.55%
5,108
-20
48
$1.8M 0.55%
15,665
+247
49
$1.68M 0.51%
112,045
50
$1.67M 0.51%
15,214
+76
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