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
$194M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$654K
2
+$356K
3
+$313K
4
NVDA icon
NVIDIA
NVDA
+$306K
5
NFLX icon
Netflix
NFLX
+$280K

Top Sells

1
+$6.11M
2
+$1.09M
3
+$290K
4
LOW icon
Lowe's Companies
LOW
+$235K
5
MMM icon
3M
MMM
+$207K

Sector Composition

1 Financials 15.79%
2 Technology 14.81%
3 Healthcare 10.74%
4 Consumer Discretionary 8.3%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,817
127
– –
-2,155
128
– –
-1,196
2 3 4 5
6