BFC
Blue Fin Capital Portfolio holdings
AUM
$645M
1-Year Est. Return
26.72%
This Fund
S&P 500
1 Year Est. Return
+26.72%
AUM
$645M
AUM Growth
+$8.78M
(+1.4%)
Holding
154
Top Buys
| 1 | +$2.52M | |
| 2 | +$2.25M | |
| 3 | +$1.81M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.31M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$838K |
Top Sells
| 1 | +$8.3M | |
| 2 | +$1.6M | |
| 3 | +$1.51M | |
| 4 |
Microsoft
MSFT
|
+$1.36M |
| 5 |
Apple
AAPL
|
+$1.24M |
Sector Composition
| 1 | Technology | 36.99% |
| 2 | Financials | 10.83% |
| 3 | Communication Services | 10.71% |
| 4 | Healthcare | 6.46% |
| 5 | Consumer Discretionary | 6.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Grayscale Bitcoin Trust
GBTC
$27.9B
| $212K | 0.03% |
3,107
|
|
||
152
GE Vernova
GEV
$236B
| $205K | 0.03% |
+313
|
|
||
153
Cummins
CMI
$74.6B
| $204K | 0.03% |
+400
|
|
||
154
iShares Core S&P Small-Cap ETF
IJR
$90.9B
| – | – |
-1,804
|
|