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
$361M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$807K
3
+$568K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$540K
5
BX icon
Blackstone
BX
+$437K

Top Sells

1
+$1.05M
2
+$816K
3
+$746K
4
AAPL icon
Apple
AAPL
+$488K
5
MA icon
Mastercard
MA
+$478K

Sector Composition

1 Technology 30%
2 Financials 13.81%
3 Communication Services 10.74%
4 Healthcare 8.94%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.47%
15,599
+385
52
$1.68M 0.46%
22,088
-416
53
$1.67M 0.46%
4,314
+64
54
$1.66M 0.46%
110,560
-1,485
55
$1.57M 0.44%
9,054
+37
56
$1.47M 0.41%
24,799
-386
57
$1.44M 0.4%
11,116
-93
58
$1.42M 0.39%
23,732
+3,630
59
$1.4M 0.39%
18,301
-864
60
$1.34M 0.37%
3,375
-11
61
$1.24M 0.34%
5,507
+29
62
$1.24M 0.34%
11,587
+724
63
$1.2M 0.33%
3,532
+959
64
$1.15M 0.32%
2,410
65
$1.14M 0.32%
+26,435
66
$1.13M 0.31%
14,175
+390
67
$1.09M 0.3%
17,184
-392
68
$1.08M 0.3%
12,690
-337
69
$1.02M 0.28%
9,395
70
$1M 0.28%
4,077
-49
71
$951K 0.26%
3,550
-150
72
$919K 0.25%
13,410
-403
73
$870K 0.24%
6,729
+3,382
74
$807K 0.22%
+5,614
75
$763K 0.21%
4,389
1 2
3
4 5