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
$325M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$696K
2 +$281K
3 +$230K
4
TXN icon
Texas Instruments
TXN
+$210K
5
UNH icon
UnitedHealth
UNH
+$188K

Sector Composition

1 Technology 26.06%
2 Financials 16.23%
3 Communication Services 11.15%
4 Consumer Discretionary 9.31%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,112