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
$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
76
$1.12M 0.18%
15,396
-112
77
$1.05M 0.16%
7,424
-698
78
$1.02M 0.16%
26,718
+1
79
$987K 0.16%
10,755
-329
80
$974K 0.15%
12,190
-69
81
$952K 0.15%
10,067
-267
82
$911K 0.14%
5,864
-254
83
$907K 0.14%
9,043
-207
84
$864K 0.14%
2,945
-67
85
$807K 0.13%
11,793
-524
86
$802K 0.13%
4,820
-236
87
$798K 0.13%
15,815
+1,628
88
$775K 0.12%
2,755
+304
89
$707K 0.11%
5,976
+731
90
$639K 0.1%
16,311
+449
91
$617K 0.1%
2,457
92
$593K 0.09%
3,546
93
$578K 0.09%
4,669
-100
94
$569K 0.09%
5,049
95
$548K 0.09%
1,651
-173
96
$546K 0.09%
25,302
-46
97
$544K 0.09%
5,719
-68
98
$520K 0.08%
2,849
+42
99
$506K 0.08%
3,593
100
$488K 0.08%
2,493
2 3
4
5 6