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
$501M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.32M
3
+$1.16M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$894K
5
AAPL icon
Apple
AAPL
+$672K

Top Sells

1
+$3.74M
2
+$1.85M
3
+$224K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$174K
5
CVS icon
CVS Health
CVS
+$164K

Sector Composition

1 Technology 38.87%
2 Financials 10.74%
3 Communication Services 9.39%
4 Healthcare 7.67%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.34%
16,083
-36
52
$1.71M 0.34%
10,386
+168
53
$1.7M 0.34%
3,169
+263
54
$1.68M 0.33%
3,065
-15
55
$1.65M 0.33%
11,716
+879
56
$1.62M 0.32%
13,668
+1,684
57
$1.57M 0.31%
9,507
+730
58
$1.55M 0.31%
1,210
+198
59
$1.51M 0.3%
4,824
+56
60
$1.44M 0.29%
10,516
+74
61
$1.42M 0.28%
2,970
-18
62
$1.37M 0.27%
40,691
-489
63
$1.27M 0.25%
19,955
-360
64
$1.24M 0.25%
14,245
-745
65
$1.22M 0.24%
7,795
-18
66
$1.22M 0.24%
12,523
+163
67
$1.19M 0.24%
12,296
-421
68
$1.19M 0.24%
1,760
-100
69
$1.18M 0.24%
4,628
+65
70
$1.15M 0.23%
9,044
-462
71
$1.14M 0.23%
22,316
+2,653
72
$1.11M 0.22%
5,588
+406
73
$1.08M 0.21%
25,909
+2,287
74
$1.02M 0.2%
13,998
+510
75
$969K 0.19%
3,246
+664
1 2
3
4 5