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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$6.14M
3
+$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.65M
5
XOM icon
Exxon Mobil
XOM
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.46%
2 Financials 11.01%
3 Technology 10.23%
4 Consumer Staples 10.01%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 6.78%
+379,736
2
$6.14M 5.47%
+66,115
3
$4.04M 3.6%
+96,787
4
$3.65M 3.25%
+31,436
5
$2.69M 2.4%
+26,616
6
$2.58M 2.3%
+38,510
7
$2.25M 2.01%
+18,989
8
$2.24M 1.99%
+20,239
9
$2.17M 1.94%
+59,035
10
$2M 1.78%
+18,486
11
$2M 1.78%
+21,820
12
$1.97M 1.75%
+70,503
13
$1.96M 1.74%
+35,156
14
$1.94M 1.73%
+51,914
15
$1.91M 1.7%
+22,890
16
$1.9M 1.69%
+15,211
17
$1.82M 1.62%
+13,571
18
$1.63M 1.45%
+24,925
19
$1.54M 1.37%
+35,185
20
$1.4M 1.25%
+19,572
21
$1.38M 1.23%
+47,525
22
$1.36M 1.21%
+18,753
23
$1.3M 1.16%
+52,235
24
$1.28M 1.14%
+14,733
25
$1.26M 1.12%
+80,851
1
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