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
$191M
AUM Growth
-$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$712K
2 +$468K
3 +$462K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$321K
5
GS icon
Goldman Sachs
GS
+$223K

Sector Composition

1 Financials 15.98%
2 Technology 15.83%
3 Healthcare 10.32%
4 Communication Services 8.02%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,699