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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
$636M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.44M
3
+$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$8.59M
2
+$686K
3
+$598K
4
V icon
Visa
V
+$526K
5
MSFT icon
Microsoft
MSFT
+$463K

Sector Composition

1 Technology 38.95%
2 Financials 11.27%
3 Communication Services 10.31%
4 Consumer Discretionary 6.52%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$482K 0.08%
1,470
102
$473K 0.07%
2,321
-3
103
$471K 0.07%
2,965
104
$469K 0.07%
701
105
$453K 0.07%
3,872
106
$433K 0.07%
17,009
-1,327
107
$427K 0.07%
5,057
-51
108
$427K 0.07%
4,575
-324
109
$421K 0.07%
5,661
+267
110
$416K 0.07%
1,439
-102
111
$413K 0.07%
427
+55
112
$413K 0.06%
903
-43
113
$408K 0.06%
9,015
114
$407K 0.06%
427
-18
115
$404K 0.06%
2,151
+56
116
$391K 0.06%
2,196
-14
117
$389K 0.06%
6,396
-135
118
$383K 0.06%
9,091
+753
119
$378K 0.06%
1,239
-120
120
$374K 0.06%
1,000
121
$360K 0.06%
3,106
122
$358K 0.06%
739
-31
123
$340K 0.05%
315
-14
124
$333K 0.05%
2,909
+1
125
$330K 0.05%
834
+118
2 3 4
5
6