BFC
Blue Fin Capital Portfolio holdings
AUM $587M
This Quarter Return
+16.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$587M
AUM Growth
–
Cap. Flow
+$587M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.93%
Holding
144
New
144
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
+$106M |
| 2 |
Microsoft
MSFT
|
+$48.7M |
| 3 |
Apple
AAPL
|
+$41.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$31.3M |
| 5 |
Amazon
AMZN
|
+$28.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 37.72% |
| 2 | Financials | 12.1% |
| 3 | Communication Services | 9.78% |
| 4 | Consumer Discretionary | 6.86% |
| 5 | Healthcare | 6.3% |
