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
$194M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$356K
3
+$313K
4
NVDA icon
NVIDIA
NVDA
+$306K
5
NFLX icon
Netflix
NFLX
+$280K

Top Sells

1
+$6.11M
2
+$1.09M
3
+$290K
4
LOW icon
Lowe's Companies
LOW
+$235K
5
MMM icon
3M
MMM
+$207K

Sector Composition

1 Financials 15.79%
2 Technology 14.81%
3 Healthcare 10.74%
4 Consumer Discretionary 8.3%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.62%
5,822
+110
52
$1.17M 0.6%
14,333
+118
53
$1.16M 0.6%
1,164,219
+113,757
54
$1.16M 0.6%
22,574
+473
55
$1.14M 0.59%
8,693
-4
56
$1.13M 0.58%
22,289
+138
57
$1.1M 0.57%
20,134
+114
58
$1.09M 0.56%
36,680
+356
59
$1.09M 0.56%
9,772
-117
60
$1.08M 0.56%
14,932
+85
61
$1.05M 0.54%
9,604
-175
62
$1.03M 0.53%
6,218
63
$1.01M 0.52%
16,460
+453
64
$969K 0.5%
5,723
+194
65
$959K 0.49%
26,601
-9
66
$948K 0.49%
6,789
+1,994
67
$933K 0.48%
13,334
-740
68
$894K 0.46%
2,768
+303
69
$886K 0.46%
4,539
+407
70
$867K 0.45%
15,687
+162
71
$865K 0.45%
2,936
+1,063
72
$844K 0.43%
36,210
-1,635
73
$816K 0.42%
4,371
74
$718K 0.37%
5,573
+332
75
$712K 0.37%
9,216
+13
1 2
3
4 5