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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.14M
3
+$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.65M
5
XOM icon
Exxon Mobil
XOM
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.46%
2 Financials 11.01%
3 Technology 10.23%
4 Consumer Staples 10.01%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$769K 0.69%
+21,365
52
$760K 0.68%
+14,990
53
$743K 0.66%
+29,710
54
$735K 0.65%
+24,564
55
$728K 0.65%
+4,900
56
$717K 0.64%
+10,220
57
$714K 0.64%
+17,962
58
$710K 0.63%
+13,925
59
$691K 0.62%
+6,055
60
$677K 0.6%
+10,458
61
$654K 0.58%
+9,221
62
$643K 0.57%
+12,341
63
$597K 0.53%
+26,603
64
$586K 0.52%
+5,329
65
$584K 0.52%
+7,775
66
$557K 0.5%
+4,203
67
$540K 0.48%
+28,855
68
$537K 0.48%
+10,922
69
$485K 0.43%
+2,627
70
$483K 0.43%
+4,535
71
$481K 0.43%
+11,091
72
$479K 0.43%
+6,816
73
$467K 0.42%
+5,276
74
$452K 0.4%
+6,272
75
$448K 0.4%
+19,170
1 2
3
4 5