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
$350M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.77M
3
+$1.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$901K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$704K

Top Sells

1
+$1.96M
2
+$1.28M
3
+$576K
4
MSFT icon
Microsoft
MSFT
+$337K
5
DIS icon
Walt Disney
DIS
+$295K

Sector Composition

1 Technology 32.3%
2 Financials 12.98%
3 Healthcare 9.17%
4 Communication Services 8.12%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.07%
7,785
127
$227K 0.07%
8,632
128
$225K 0.06%
1,849
+40
129
$217K 0.06%
2,189
+1
130
$208K 0.06%
+782
131
$207K 0.06%
+2,400
132
– –
-1,296
2 3 4 5
6