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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
$610M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.29M
3
+$1.18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.06M

Top Sells

1
+$1.52M
2
+$1.26M
3
+$947K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$681K
5
V icon
Visa
V
+$617K

Sector Composition

1 Technology 34.98%
2 Communication Services 10.05%
3 Financials 9.85%
4 Consumer Discretionary 6.25%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
51
Intuitive Surgical
ISRG
$142B
$2.21M 0.36%
4,794
+25
DHI icon
52
D.R. Horton
DHI
$43.2B
$2.11M 0.35%
15,377
+538
BAC icon
53
Bank of America
BAC
$401B
$2.1M 0.34%
43,125
-313
FLOT icon
54
iShares Floating Rate Bond ETF
FLOT
$9.58B
$2M 0.33%
39,315
+2,687
MCO icon
55
Moody's
MCO
$79.7B
$1.98M 0.32%
4,531
-179
SPSM icon
56
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.9B
$1.86M 0.31%
38,482
+5,276
ABT icon
57
Abbott
ABT
$154B
$1.78M 0.29%
17,342
-510
TDG icon
58
TransDigm Group
TDG
$73.7B
$1.77M 0.29%
1,531
+108
TIP icon
59
iShares TIPS Bond ETF
TIP
$14.8B
$1.72M 0.28%
15,607
+589
PEP icon
60
PepsiCo
PEP
$194B
$1.7M 0.28%
10,959
-27
IBB icon
61
iShares Biotechnology ETF
IBB
$8.14B
$1.69M 0.28%
9,989
+95
PG icon
62
Procter & Gamble
PG
$351B
$1.66M 0.27%
11,458
+261
SCHP icon
63
Schwab US TIPS ETF
SCHP
$15.6B
$1.52M 0.25%
57,050
-3,872
QQQ icon
64
Invesco QQQ Trust
QQQ
$477B
$1.5M 0.25%
2,591
-40
CVX icon
65
Chevron
CVX
$354B
$1.46M 0.24%
7,047
+652
VGT icon
66
Vanguard Information Technology ETF
VGT
$142B
$1.42M 0.23%
16,280
+1,616
SMH icon
67
VanEck Semiconductor ETF
SMH
$71.3B
$1.4M 0.23%
3,651
+2,976
SHW icon
68
Sherwin-Williams
SHW
$77.4B
$1.33M 0.22%
4,143
+172
SO icon
69
Southern Company
SO
$104B
$1.27M 0.21%
13,150
-23
SDY icon
70
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$1.25M 0.21%
8,580
-20
MU icon
71
Micron Technology
MU
$1.18T
$1.21M 0.2%
3,576
+72
IAU icon
72
iShares Gold Trust
IAU
$65.8B
$1.19M 0.2%
13,554
-1,842
KO icon
73
Coca-Cola
KO
$344B
$1.19M 0.2%
15,675
-1,323
MCD icon
74
McDonald's
MCD
$202B
$1.17M 0.19%
3,754
-100
NFLX icon
75
Netflix
NFLX
$324B
$1.15M 0.19%
11,910
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3
4 5