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
$328M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$389K
3
+$384K
4
BA icon
Boeing
BA
+$380K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$331K

Top Sells

1
+$623K
2
+$227K
3
+$202K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$146K
5
AAPL icon
Apple
AAPL
+$131K

Sector Composition

1 Technology 26.81%
2 Financials 15.81%
3 Communication Services 11.55%
4 Consumer Discretionary 8.93%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.5%
11,700
-366
52
$1.53M 0.47%
4,250
-9
53
$1.5M 0.46%
19,165
54
$1.48M 0.45%
22,504
-76
55
$1.36M 0.41%
12,591
-76
56
$1.36M 0.41%
9,017
-60
57
$1.32M 0.4%
25,185
-461
58
$1.32M 0.4%
11,209
-79
59
$1.24M 0.38%
20,102
+21
60
$1.21M 0.37%
3,386
-29
61
$1.16M 0.36%
5,478
-86
62
$1.15M 0.35%
5,237
+1,731
63
$1.1M 0.34%
13,785
+25
64
$1.07M 0.33%
10,863
+1,130
65
$1.04M 0.32%
2,410
66
$1.03M 0.31%
9,395
-280
67
$984K 0.3%
13,027
-155
68
$956K 0.29%
6,464
-310
69
$956K 0.29%
17,576
-766
70
$892K 0.27%
3,700
-379
71
$856K 0.26%
13,813
-684
72
$825K 0.25%
4,126
+1
73
$778K 0.24%
2,573
+369
74
$689K 0.21%
9,445
-321
75
$655K 0.2%
4,389
-193
1 2
3
4 5