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
$212M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$772K
2 +$744K
3 +$483K
4
MSFT icon
Microsoft
MSFT
+$423K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$408K

Sector Composition

1 Technology 17.66%
2 Financials 16.41%
3 Healthcare 10.72%
4 Communication Services 8.24%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.1%
7,207
-446
127
$188K 0.09%
5,039
128
$112K 0.05%
+2,025
129
-3,890