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BFC

Blue Fin Capital Portfolio holdings

AUM $610M
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.44M
3
+$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$8.59M
2
+$686K
3
+$598K
4
V icon
Visa
V
+$526K
5
MSFT icon
Microsoft
MSFT
+$463K

Sector Composition

1 Technology 38.95%
2 Financials 11.27%
3 Communication Services 10.31%
4 Consumer Discretionary 6.52%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.35%
4,912
-435
52
$2.11M 0.33%
3,535
+452
53
$1.99M 0.31%
1,509
+67
54
$1.75M 0.28%
11,404
-219
55
$1.68M 0.26%
5,967
-44
56
$1.66M 0.26%
32,565
+2,245
57
$1.65M 0.26%
61,263
-41
58
$1.63M 0.26%
14,154
+399
59
$1.6M 0.25%
14,383
-82
60
$1.59M 0.25%
2,648
-6
61
$1.55M 0.24%
11,069
+155
62
$1.54M 0.24%
6,264
-129
63
$1.45M 0.23%
12,060
-750
64
$1.43M 0.22%
9,894
-162
65
$1.43M 0.22%
30,834
+3,153
66
$1.36M 0.21%
3,930
+99
67
$1.33M 0.21%
13,646
+43
68
$1.31M 0.21%
22,994
-50
69
$1.29M 0.2%
13,569
-19
70
$1.28M 0.2%
13,752
+1,664
71
$1.25M 0.2%
18,962
+2,365
72
$1.22M 0.19%
8,705
-11
73
$1.2M 0.19%
3,954
-94
74
$1.2M 0.19%
18,104
-59
75
$1.2M 0.19%
13,690
+1,721
1 2
3
4 5