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
101
$278K 0.25%
+5,190
102
$262K 0.23%
+1,479
103
$260K 0.23%
+3,722
104
$256K 0.23%
+4,905
105
$255K 0.23%
+4,740
106
$248K 0.22%
+9,549
107
$226K 0.2%
+3,090
108
$222K 0.2%
+2,395
109
$221K 0.2%
+8,069
110
$213K 0.19%
+2,793
111
$212K 0.19%
+10,640
112
$211K 0.19%
+3,315
113
$211K 0.19%
+9,445
114
$210K 0.19%
+17,475
115
$201K 0.18%
+2,004
116
$194K 0.17%
+22,971
1 2 3 4
5