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BFC

Blue Fin Capital Portfolio holdings

AUM $610M
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.44M
3
+$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$8.59M
2
+$686K
3
+$598K
4
V icon
Visa
V
+$526K
5
MSFT icon
Microsoft
MSFT
+$463K

Sector Composition

1 Technology 38.95%
2 Financials 11.27%
3 Communication Services 10.31%
4 Consumer Discretionary 6.52%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.05%
7,139
-74
127
$319K 0.05%
5,208
-84
128
$294K 0.05%
4,130
-101
129
$288K 0.05%
+471
130
$282K 0.04%
1,000
+15
131
$279K 0.04%
3,107
132
$274K 0.04%
1,424
-774
133
$270K 0.04%
6,016
+660
134
$263K 0.04%
3,143
135
$260K 0.04%
1,570
136
$259K 0.04%
2,298
-116
137
$258K 0.04%
+1,852
138
$251K 0.04%
8,029
139
$245K 0.04%
941
-44
140
$239K 0.04%
515
141
$226K 0.04%
1,763
-298
142
$220K 0.03%
+675
143
$219K 0.03%
2,820
+262
144
$214K 0.03%
1,804
-96
145
$214K 0.03%
1,409
-7
146
$206K 0.03%
1,545
147
$206K 0.03%
+684
148
– –
-2,400
2 3 4 5
6