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
$138M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$650K
3
+$486K
4
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$379K
5
BABA icon
Alibaba
BABA
+$365K

Top Sells

1
+$228K
2
+$223K
3
+$222K
4
EXC icon
Exelon
EXC
+$208K
5
AGN
Allergan Inc
AGN
+$202K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.58%
3 Financials 10.45%
4 Consumer Staples 8.59%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.96%
399,048
+15,628
2
$7.09M 5.12%
78,299
+1,229
3
$5.03M 3.63%
125,447
+26,117
4
$4.35M 3.14%
108,426
+825
5
$3.46M 2.5%
30,468
+1,155
6
$2.9M 2.1%
45,225
+3,330
7
$2.73M 1.97%
18,905
-41
8
$2.61M 1.89%
25,331
+1,163
9
$2.46M 1.77%
28,923
+295
10
$2.4M 1.74%
59,113
-325
11
$2.37M 1.71%
19,099
12
$2.3M 1.66%
83,489
+1,284
13
$2.23M 1.61%
19,870
+100
14
$2.17M 1.57%
21,578
+550
15
$2.17M 1.56%
33,111
+715
16
$2.04M 1.47%
84,780
17
$2.01M 1.45%
23,315
+135
18
$1.77M 1.28%
16,909
+110
19
$1.76M 1.27%
36,235
20
$1.75M 1.27%
53,104
+1,634
21
$1.73M 1.25%
24,980
-10
22
$1.6M 1.16%
19,482
+190
23
$1.56M 1.13%
20,006
+108
24
$1.55M 1.12%
13,051
+447
25
$1.37M 0.99%
27,445
-950
1
2 3 4 5