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
126
$230K 0.17%
4,085
+80
127
$228K 0.16%
13,790
128
$222K 0.16%
+2,150
129
$219K 0.16%
+1,731
130
$219K 0.16%
4,471
131
$206K 0.15%
+2,620
132
$206K 0.15%
+4,650
133
$205K 0.15%
+3,990
134
$201K 0.15%
+2,225
135
– –
-7,851
136
– –
-6,549
137
– –
-4,657
138
– –
-2,230
139
– –
-950
2 3 4 5
6