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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.14M
3
+$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.65M
5
XOM icon
Exxon Mobil
XOM
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.46%
2 Financials 11.01%
3 Technology 10.23%
4 Consumer Staples 10.01%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.39%
+16,628
77
$432K 0.38%
+11,280
78
$431K 0.38%
+6,452
79
$414K 0.37%
+4,815
80
$405K 0.36%
+5,864
81
$404K 0.36%
+9,541
82
$391K 0.35%
+4,440
83
$390K 0.35%
+10,784
84
$386K 0.34%
+2,080
85
$385K 0.34%
+2,821
86
$385K 0.34%
+7,050
87
$375K 0.33%
+4,555
88
$368K 0.33%
+9,600
89
$366K 0.33%
+4,742
90
$354K 0.32%
+3,050
91
$328K 0.29%
+5,718
92
$316K 0.28%
+3,144
93
$304K 0.27%
+4,265
94
$303K 0.27%
+4,446
95
$296K 0.26%
+8,048
96
$293K 0.26%
+9,180
97
$291K 0.26%
+7,694
98
$290K 0.26%
+3,945
99
$287K 0.26%
+1,734
100
$287K 0.26%
+8,674
1 2 3
4
5