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
$170M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$405K
3
+$381K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$308K
5
UNH icon
UnitedHealth
UNH
+$301K

Top Sells

1
+$610K
2
+$555K
3
+$452K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$412K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.41%
2 Financials 12.98%
3 Healthcare 9.94%
4 Communication Services 7.48%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.12%
3,266
127
$210K 0.12%
+2,750
128
$209K 0.12%
6,708
-135
129
– –
-6,727
130
– –
-5,700
131
– –
-4,135
132
– –
-5,705
2 3 4 5
6