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
$129M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$327K
3
+$246K
4
MCO icon
Moody's
MCO
+$209K
5
UIL
UIL HOLDINGS
UIL
+$201K

Top Sells

1
+$463K
2
+$395K
3
+$369K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$284K
5
BAX icon
Baxter International
BAX
+$260K

Sector Composition

1 Technology 13.25%
2 Healthcare 12.78%
3 Financials 10.94%
4 Consumer Staples 8.84%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,631
127
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-6,856
128
– –
-2,135
129
– –
-4,085
130
– –
-6,170
131
– –
-2,620
132
– –
-3,130
133
– –
-2,415
134
– –
-5,630
135
– –
-4,165
136
– –
-1,731
137
– –
-2,285
138
– –
-4,635
2 3 4 5
6