BFC
Blue Fin Capital Portfolio holdings
AUM $587M
This Quarter Return
+8.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$14.7M
(+7.9%)
Cap. Flow
+$1.42M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
39.41%
Holding
126
New
2
Increased
39
Reduced
64
Closed
5
Top Buys
| 1 |
Brookfield
BN
|
+$774K |
| 2 |
Amazon
AMZN
|
+$667K |
| 3 |
iShares Biotechnology ETF
IBB
|
+$609K |
| 4 |
Adobe
ADBE
|
+$406K |
| 5 |
PayPal
PYPL
|
+$336K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$285K |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$249K |
| 3 |
VGR
Vector Group Ltd.
VGR
|
+$222K |
| 4 |
Yum China
YUMC
|
+$213K |
| 5 |
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% |