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
$202M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$774K
2 +$667K
3 +$609K
4
ADBE icon
Adobe
ADBE
+$406K
5
PYPL icon
PayPal
PYPL
+$336K

Top Sells

1 +$285K
2 +$249K
3 +$222K
4
YUMC icon
Yum China
YUMC
+$213K
5
GILD icon
Gilead Sciences
GILD
+$208K

Sector Composition

1 Technology 17.54%
2 Financials 14.05%
3 Healthcare 10.49%
4 Consumer Discretionary 8.86%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,092