BFC

Blue Fin Capital Portfolio holdings

AUM $645M
1-Year Est. Return 26.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.72%
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 +$763K
2 +$736K
3 +$481K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$404K
5
MSFT icon
Microsoft
MSFT
+$395K

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%
+2,750
127
$188K 0.09%
5,039
128
$112K 0.05%
+2,025
129
-3,890