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
$279M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.07M
3
+$767K
4
AMZN icon
Amazon
AMZN
+$759K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$480K
2
+$456K
3
+$383K
4
RTX icon
RTX Corp
RTX
+$375K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$246K

Sector Composition

1 Technology 25.22%
2 Financials 15.46%
3 Communication Services 10.04%
4 Consumer Discretionary 10%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.52%
4,998
-46
52
$1.44M 0.51%
13,417
+378
53
$1.42M 0.51%
6,158
-38
54
$1.41M 0.5%
46,469
-3,026
55
$1.41M 0.5%
4,284
+245
56
$1.36M 0.49%
5,828
+267
57
$1.34M 0.48%
9,058
+758
58
$1.29M 0.46%
12,166
-205
59
$1.22M 0.44%
36,088
-700
60
$1.21M 0.43%
14,123
+362
61
$1.15M 0.41%
10,557
+296
62
$1.14M 0.41%
18,321
+656
63
$1.13M 0.41%
3,611
-97
64
$1.11M 0.4%
5,177
+137
65
$1.11M 0.4%
3,633
+63
66
$1.04M 0.37%
23,209
+367
67
$947K 0.34%
15,420
-290
68
$912K 0.33%
12,890
+1,650
69
$903K 0.32%
2,406
70
$789K 0.28%
10,501
+135
71
$768K 0.27%
4,361
-632
72
$692K 0.25%
8,007
+2,094
73
$668K 0.24%
11,384
+2,233
74
$594K 0.21%
9,585
-214
75
$594K 0.21%
22,325
-975
1 2
3
4 5