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
$292M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$793K
3
+$638K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$588K
5
CRWD icon
CrowdStrike
CRWD
+$384K

Top Sells

1
+$397K
2
+$310K
3
+$282K
4
AAPL icon
Apple
AAPL
+$258K
5
WELL icon
Welltower
WELL
+$247K

Sector Composition

1 Technology 24.24%
2 Financials 16.09%
3 Communication Services 10.83%
4 Consumer Discretionary 9.56%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.53%
4,381
+97
52
$1.54M 0.53%
6,793
+965
53
$1.48M 0.51%
4,944
-54
54
$1.47M 0.5%
36,788
+700
55
$1.45M 0.5%
13,380
-37
56
$1.44M 0.49%
27,412
-440
57
$1.44M 0.49%
5,784
-374
58
$1.34M 0.46%
11,333
-833
59
$1.33M 0.46%
4,113
+480
60
$1.31M 0.45%
9,259
+201
61
$1.19M 0.41%
18,528
+207
62
$1.13M 0.39%
3,532
-79
63
$1.07M 0.37%
9,839
-718
64
$1.06M 0.36%
13,485
-638
65
$1.05M 0.36%
20,305
-2,904
66
$990K 0.34%
4,421
-756
67
$933K 0.32%
2,347
-59
68
$932K 0.32%
15,003
-417
69
$917K 0.31%
13,430
+540
70
$801K 0.27%
10,550
+49
71
$777K 0.27%
4,125
-236
72
$693K 0.24%
8,007
73
$679K 0.23%
11,681
+297
74
$598K 0.2%
9,475
-110
75
$596K 0.2%
6,510
+169
1 2
3
4 5