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
$138M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$650K
3
+$486K
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$379K
5
BABA icon
Alibaba
BABA
+$365K

Top Sells

1
+$228K
2
+$223K
3
+$222K
4
EXC icon
Exelon
EXC
+$208K
5
AGN
Allergan Inc
AGN
+$202K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.58%
3 Financials 10.45%
4 Consumer Staples 8.59%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.26%
19,580
+2,400
102
$357K 0.26%
2,540
103
$350K 0.25%
8,899
104
$349K 0.25%
28,620
105
$339K 0.24%
1,908
+105
106
$319K 0.23%
+3,250
107
$315K 0.23%
10,066
108
$311K 0.22%
8,286
-300
109
$304K 0.22%
6,400
+445
110
$303K 0.22%
+7,730
111
$300K 0.22%
3,060
-120
112
$298K 0.22%
10,460
+75
113
$294K 0.21%
41,821
-3,000
114
$293K 0.21%
4,500
115
$284K 0.21%
4,560
116
$279K 0.2%
7,980
117
$274K 0.2%
6,170
-280
118
$269K 0.19%
7,233
-212
119
$269K 0.19%
3,655
-100
120
$267K 0.19%
4,430
121
$258K 0.19%
4,590
+150
122
$249K 0.18%
2,415
123
$248K 0.18%
4,165
124
$240K 0.17%
2,245
+125
125
$237K 0.17%
1,259
2 3 4
5
6