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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
$126M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$329K
3
+$303K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$293K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$260K

Top Sells

1
+$251K
2
+$225K
3
+$215K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$211K
5
CTSH icon
Cognizant
CTSH
+$208K

Sector Composition

1 Technology 12.44%
2 Healthcare 11.42%
3 Financials 10.56%
4 Consumer Staples 9.32%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,255
127
– –
-3,760
128
– –
-1,924
129
– –
-4,750
130
– –
-4,505
131
– –
-830
132
– –
-2,230
2 3 4 5
6