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BFC

Blue Fin Capital Portfolio holdings

AUM $610M
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.44M
3
+$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$8.59M
2
+$686K
3
+$598K
4
V icon
Visa
V
+$526K
5
MSFT icon
Microsoft
MSFT
+$463K

Sector Composition

1 Technology 38.95%
2 Financials 11.27%
3 Communication Services 10.31%
4 Consumer Discretionary 6.52%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 0.77%
106,731
-2,688
27
$4.68M 0.74%
33,104
+226
28
$4.61M 0.73%
12,177
-108
29
$4.58M 0.72%
38,304
+1,016
30
$4.21M 0.66%
10,389
-29
31
$4.14M 0.65%
28,641
+342
32
$4.09M 0.64%
11,051
-284
33
$3.83M 0.6%
20,633
-111
34
$3.81M 0.6%
16,436
-91
35
$3.72M 0.58%
25,536
+3,838
36
$3.63M 0.57%
22,444
+485
37
$3.49M 0.55%
6,998
-65
38
$3.45M 0.54%
64,542
-3,381
39
$3.44M 0.54%
20,113
-36
40
$3.33M 0.52%
158,881
+4,411
41
$3.29M 0.52%
43,579
+335
42
$2.82M 0.44%
4,624
-2
43
$2.71M 0.43%
27,642
-77
44
$2.7M 0.42%
32,553
+3,018
45
$2.55M 0.4%
5,244
+139
46
$2.55M 0.4%
15,049
+169
47
$2.46M 0.39%
29,351
-586
48
$2.44M 0.38%
18,227
-351
49
$2.36M 0.37%
4,961
-109
50
$2.21M 0.35%
42,829
-1,261
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2
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