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
$328M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$389K
3
+$384K
4
BA icon
Boeing
BA
+$380K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$331K

Top Sells

1
+$623K
2
+$227K
3
+$202K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$146K
5
AAPL icon
Apple
AAPL
+$131K

Sector Composition

1 Technology 26.81%
2 Financials 15.81%
3 Communication Services 11.55%
4 Consumer Discretionary 8.93%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.06%
2,445
127
$167K 0.05%
5,039
128
– –
-2,691
129
– –
-9,850
130
– –
-1,499
2 3 4 5
6