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
$177M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$965K
3
+$856K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$777K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$712K

Top Sells

1
+$603K
2
+$432K
3
+$285K
4
KMB icon
Kimberly-Clark
KMB
+$242K
5
LUV icon
Southwest Airlines
LUV
+$229K

Sector Composition

1 Technology 14.98%
2 Financials 13.5%
3 Healthcare 9.89%
4 Communication Services 6.97%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,708
127
– –
-7,208
128
– –
-3,665
129
– –
-2,005
130
– –
-3,500
131
– –
-1,463
2 3 4 5
6