BFC
Blue Fin Capital Portfolio holdings
AUM $587M
This Quarter Return
+11.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$361M
AUM Growth
+$33.5M
(+10%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
48.37%
Holding
135
New
8
Increased
49
Reduced
52
Closed
3
Top Buys
| 1 |
Invesco NASDAQ Internet ETF
PNQI
|
+$1.14M |
| 2 |
Advanced Micro Devices
AMD
|
+$807K |
| 3 |
iShares Biotechnology ETF
IBB
|
+$568K |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$540K |
| 5 |
Blackstone
BX
|
+$437K |
Top Sells
| 1 |
PayPal
PYPL
|
+$1.05M |
| 2 |
Boeing
BA
|
+$816K |
| 3 |
Microsoft
MSFT
|
+$746K |
| 4 |
Apple
AAPL
|
+$488K |
| 5 |
Mastercard
MA
|
+$478K |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 13.81% |
| 3 | Communication Services | 10.74% |
| 4 | Healthcare | 8.94% |
| 5 | Consumer Discretionary | 8.48% |
