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BFC
Blue Fin Capital Portfolio holdings
AUM
$610M
1-Year Est. Return
26.46%
This Fund
S&P 500
1 Year Est. Return
+26.46%
AUM
$610M
AUM Growth
-$35.2M
(-5.5%)
Holding
155
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.29M | |
| 3 | +$1.18M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.16M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.06M |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.26M | |
| 3 | +$947K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$681K |
| 5 |
Visa
V
|
+$617K |
Sector Composition
| 1 | Technology | 34.98% |
| 2 | Communication Services | 10.05% |
| 3 | Financials | 9.85% |
| 4 | Consumer Discretionary | 6.25% |
| 5 | Healthcare | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Apollo Global Management
APO
$80.1B
| – | – |
-1,545
|
|
||
152
Grayscale Bitcoin Trust
GBTC
$9.67B
| – | – |
-3,107
|
|
||
153
iShares Expanded Tech-Software Sector ETF
IGV
$14B
| – | – |
-14,424
|
|
||
154
Novartis
NVS
$288B
| – | – |
-1,605
|
|
||
155
Yum! Brands
YUM
$42.5B
| – | – |
-1,409
|
|