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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
MS icon
101
Morgan Stanley
MS
$355B
$488K 0.08%
2,965
VTI icon
102
Vanguard Total Stock Market ETF
VTI
$649B
$471K 0.08%
1,467
-3
IYW icon
103
iShares US Technology ETF
IYW
$24.4B
$458K 0.08%
2,524
+81
IVV icon
104
iShares Core S&P 500 ETF
IVV
$809B
$458K 0.08%
701
PFE icon
105
Pfizer
PFE
$148B
$450K 0.07%
16,019
-23
ADP icon
106
Automatic Data Processing
ADP
$87.4B
$449K 0.07%
2,207
-57
KLAC icon
107
KLA
KLAC
$312B
$448K 0.07%
304
-6
WELL icon
108
Welltower
WELL
$146B
$434K 0.07%
2,196
PRF icon
109
Invesco FTSE RAFI US 1000 ETF
PRF
$9.59B
$422K 0.07%
8,883
BND icon
110
Vanguard Total Bond Market
BND
$157B
$422K 0.07%
5,733
+61
XLRE icon
111
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.87B
$420K 0.07%
10,282
+1,388
PLTR icon
112
Palantir
PLTR
$313B
$417K 0.07%
2,849
GE icon
113
GE Aerospace
GE
$373B
$412K 0.07%
1,451
+199
IWF icon
114
iShares Russell 1000 Growth ETF
IWF
$126B
$411K 0.07%
3,848
-24
PANW icon
115
Palo Alto Networks
PANW
$230B
$407K 0.07%
2,536
+255
STT icon
116
State Street
STT
$47.4B
$390K 0.06%
3,080
O icon
117
Realty Income
O
$56.5B
$382K 0.06%
6,237
-100
XLB icon
118
State Street Materials Select Sector SPDR ETF
XLB
$8.03B
$375K 0.06%
7,513
+1,397
VOX icon
119
Vanguard Communication Services ETF
VOX
$5.63B
$375K 0.06%
2,086
-51
VCR icon
120
Vanguard Consumer Discretionary ETF
VCR
$6.07B
$374K 0.06%
1,042
+127
ETN icon
121
Eaton
ETN
$159B
$358K 0.06%
1,000
XLV icon
122
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
$353K 0.06%
2,410
+238
TMO icon
123
Thermo Fisher Scientific
TMO
$172B
$345K 0.06%
702
-14
PSA icon
124
Public Storage
PSA
$54.9B
$342K 0.06%
1,263
-8
WM icon
125
Waste Management
WM
$86.7B
$340K 0.06%
+1,478
3 4
5
6 7