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
$187M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$931K
2 +$486K
3 +$403K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$362K
5
CVS icon
CVS Health
CVS
+$310K

Top Sells

1 +$213K
2 +$205K
3 +$187K
4
ENB icon
Enbridge
ENB
+$97.9K
5
BAC icon
Bank of America
BAC
+$85.9K

Sector Composition

1 Technology 15.62%
2 Financials 13.34%
3 Healthcare 9.94%
4 Consumer Discretionary 8.14%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,320
127
-12,444