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
$190M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$640K
3
+$452K
4
NVDA icon
NVIDIA
NVDA
+$434K
5
UNH icon
UnitedHealth
UNH
+$327K

Top Sells

1
+$425K
2
+$407K
3
+$379K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$353K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$347K

Sector Composition

1 Technology 16.9%
2 Financials 14.33%
3 Healthcare 10.89%
4 Consumer Discretionary 8.6%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.11%
1,075
-335
127
– –
-2,078
128
– –
-9,865
129
– –
-6,053
130
– –
-17,855
131
– –
-3,343
2 3 4 5
6