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
$138M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$650K
3
+$486K
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$379K
5
BABA icon
Alibaba
BABA
+$365K

Top Sells

1
+$228K
2
+$223K
3
+$222K
4
EXC icon
Exelon
EXC
+$208K
5
AGN
Allergan Inc
AGN
+$202K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.58%
3 Financials 10.45%
4 Consumer Staples 8.59%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$935K 0.68%
5,850
+305
52
$926K 0.67%
4,486
+141
53
$860K 0.62%
11,655
-159
54
$834K 0.6%
30,308
+640
55
$818K 0.59%
8,397
-150
56
$785K 0.57%
11,082
57
$696K 0.5%
12,296
-1,927
58
$693K 0.5%
8,303
-306
59
$685K 0.49%
7,425
60
$675K 0.49%
8,520
+4,780
61
$650K 0.47%
+7,679
62
$618K 0.45%
5,440
63
$613K 0.44%
7,153
64
$608K 0.44%
4,329
65
$596K 0.43%
11,914
+103
66
$594K 0.43%
10,490
+280
67
$585K 0.42%
18,037
-345
68
$582K 0.42%
5,220
+35
69
$553K 0.4%
4,869
-45
70
$551K 0.4%
12,772
-520
71
$550K 0.4%
11,304
-35
72
$539K 0.39%
6,211
73
$537K 0.39%
5,084
+162
74
$526K 0.38%
5,949
+78
75
$525K 0.38%
6,835
1 2
3
4 5