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
$292M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$793K
3
+$638K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$588K
5
CRWD icon
CrowdStrike
CRWD
+$384K

Top Sells

1
+$397K
2
+$310K
3
+$282K
4
AAPL icon
Apple
AAPL
+$258K
5
WELL icon
Welltower
WELL
+$247K

Sector Composition

1 Technology 24.24%
2 Financials 16.09%
3 Communication Services 10.83%
4 Consumer Discretionary 9.56%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.1%
7,675
-422
102
$289K 0.1%
2,453
-141
103
$285K 0.1%
+1,121
104
$283K 0.1%
5,053
105
$274K 0.09%
830
+54
106
$267K 0.09%
3,642
+20
107
$266K 0.09%
831
+95
108
$261K 0.09%
+445
109
$261K 0.09%
+1,182
110
$260K 0.09%
3,134
-184
111
$259K 0.09%
1,582
-20
112
$257K 0.09%
3,041
113
$257K 0.09%
3,569
+10
114
$254K 0.09%
2,348
-191
115
$243K 0.08%
7,943
-1,011
116
$231K 0.08%
+1,637
117
$223K 0.08%
+4,007
118
$210K 0.07%
+1,112
119
$200K 0.07%
+1,476
120
$124K 0.04%
5,039
121
– –
-1,326
122
– –
-4,796
123
– –
-3,835
1 2 3 4
5