We are live on ! Find out more
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
$610M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.29M
3
+$1.18M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.06M

Top Sells

1
+$1.52M
2
+$1.26M
3
+$947K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$681K
5
V icon
Visa
V
+$617K

Sector Composition

1 Technology 34.98%
2 Communication Services 10.05%
3 Financials 9.85%
4 Consumer Discretionary 6.25%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
76
Colgate-Palmolive
CL
$72.5B
$1.01M 0.17%
11,845
+522
EEMA icon
77
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.34B
$1.01M 0.17%
10,508
-136
AB icon
78
AllianceBernstein
AB
$3.38B
$1M 0.16%
26,717
+1,279
ACN icon
79
Accenture
ACN
$95.8B
$997K 0.16%
5,028
-290
XOM icon
80
Exxon Mobil
XOM
$583B
$985K 0.16%
5,804
-8
AIA icon
81
iShares Asia 50 ETF
AIA
$5.19B
$945K 0.16%
8,900
-836
BAM icon
82
Brookfield Asset Management
BAM
$76.6B
$933K 0.15%
20,984
-83
BSX icon
83
Boston Scientific
BSX
$66.8B
$928K 0.15%
14,795
+1,696
ENB icon
84
Enbridge
ENB
$119B
$915K 0.15%
16,901
+873
AGG icon
85
iShares Core US Aggregate Bond ETF
AGG
$137B
$874K 0.14%
8,801
-242
XLC icon
86
State Street Communication Services Select Sector SPDR ETF
XLC
$23.3B
$844K 0.14%
7,609
+972
ASML icon
87
ASML
ASML
$720B
$711K 0.12%
538
+98
CSCO icon
88
Cisco
CSCO
$462B
$704K 0.12%
9,077
-1,834
GWW icon
89
W.W. Grainger
GWW
$61.9B
$675K 0.11%
619
-3
EMB icon
90
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$629K 0.1%
6,701
+525
DUK icon
91
Duke Energy
DUK
$96.5B
$618K 0.1%
4,720
LOW icon
92
Lowe's Companies
LOW
$122B
$607K 0.1%
2,570
+507
MPC icon
93
Marathon Petroleum
MPC
$71.4B
$589K 0.1%
2,412
-10
VYM icon
94
Vanguard High Dividend Yield ETF
VYM
$78.7B
$532K 0.09%
3,593
TXT icon
95
Textron
TXT
$16.1B
$527K 0.09%
6,013
-11
PCY icon
96
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.41B
$526K 0.09%
25,189
-8
QCOM icon
97
Qualcomm
QCOM
$224B
$519K 0.09%
4,030
-715
TSLA icon
98
Tesla
TSLA
$1.49T
$515K 0.08%
1,384
DE icon
99
Deere & Co
DE
$159B
$509K 0.08%
903
XLK icon
100
State Street Technology Select Sector SPDR ETF
XLK
$122B
$498K 0.08%
3,748
-2,577
2 3
4
5 6