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
$328M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$389K
3
+$384K
4
BA icon
Boeing
BA
+$380K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$331K

Top Sells

1
+$623K
2
+$227K
3
+$202K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$146K
5
AAPL icon
Apple
AAPL
+$131K

Sector Composition

1 Technology 26.81%
2 Financials 15.81%
3 Communication Services 11.55%
4 Consumer Discretionary 8.93%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.18%
5,054
77
$566K 0.17%
3,378
+1,933
78
$555K 0.17%
12,080
79
$550K 0.17%
6,739
-706
80
$524K 0.16%
8,858
-297
81
$511K 0.16%
1,296
+302
82
$497K 0.15%
6,376
-15
83
$497K 0.15%
7,911
-157
84
$492K 0.15%
5,865
+527
85
$483K 0.15%
1,626
-116
86
$470K 0.14%
17,626
87
$469K 0.14%
4,639
88
$468K 0.14%
820
89
$442K 0.13%
8,192
-715
90
$426K 0.13%
4,367
-333
91
$409K 0.12%
12,925
92
$390K 0.12%
972
+1
93
$389K 0.12%
+3,347
94
$384K 0.12%
+941
95
$371K 0.11%
3,593
96
$363K 0.11%
1,650
97
$362K 0.11%
1,081
+266
98
$325K 0.1%
2,946
-185
99
$321K 0.1%
1,586
100
$317K 0.1%
4,553
2 3
4
5 6