BFC

Blue Fin Capital Portfolio holdings

AUM $636M
1-Year Est. Return 27.03%
This Quarter Est. Return
1 Year Est. Return
+27.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$250K
3
+$242K
4
VGR
Vector Group Ltd.
VGR
+$215K
5
AB icon
AllianceBernstein
AB
+$206K

Top Sells

1
+$226K
2
+$212K
3
+$196K
4
AAPL icon
Apple
AAPL
+$184K
5
C icon
Citigroup
C
+$173K

Sector Composition

1 Healthcare 11.7%
2 Financials 10.57%
3 Technology 9.87%
4 Consumer Staples 9.82%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.09M 6.25%
370,132
-9,604
2
$6.44M 5.68%
68,237
+2,122
3
$4M 3.53%
97,631
+844
4
$3.95M 3.48%
31,975
+539
5
$2.64M 2.33%
27,060
+444
6
$2.58M 2.28%
38,465
-45
7
$2.51M 2.21%
64,250
+5,215
8
$2.31M 2.03%
18,471
-518
9
$2.25M 1.98%
20,042
-197
10
$2.23M 1.97%
54,469
+2,555
11
$2.1M 1.85%
21,413
-407
12
$2.07M 1.83%
18,586
+100
13
$1.91M 1.68%
68,697
-1,806
14
$1.79M 1.58%
15,090
-121
15
$1.7M 1.5%
31,516
-3,640
16
$1.67M 1.47%
13,485
-86
17
$1.63M 1.43%
21,780
-1,110
18
$1.63M 1.43%
35,735
+550
19
$1.63M 1.43%
65,485
+13,250
20
$1.61M 1.42%
24,795
-130
21
$1.54M 1.36%
20,618
+1,046
22
$1.4M 1.24%
19,053
+300
23
$1.4M 1.23%
45,968
-1,557
24
$1.29M 1.14%
75,161
-5,690
25
$1.24M 1.09%
22,813
+58
1
2 3 4 5