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BFC

Blue Fin Capital Portfolio holdings

AUM $610M
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.44M
3
+$1.07M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$648K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$8.59M
2
+$686K
3
+$598K
4
V icon
Visa
V
+$526K
5
MSFT icon
Microsoft
MSFT
+$463K

Sector Composition

1 Technology 38.95%
2 Financials 11.27%
3 Communication Services 10.31%
4 Consumer Discretionary 6.52%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 18.21%
620,644
-49,266
2
$50.9M 8%
199,814
-3,036
3
$50.2M 7.9%
97,011
-908
4
$31.1M 4.89%
42,330
-16
5
$27.9M 4.39%
127,125
-1,459
6
$26M 4.09%
107,072
-1,262
7
$19.3M 3.04%
364,090
+27,297
8
$14.2M 2.23%
41,539
-1,521
9
$13.9M 2.18%
24,350
-1,042
10
$13.7M 2.15%
38,432
+29
11
$11.4M 1.79%
12,311
-155
12
$11.4M 1.79%
36,045
-225
13
$10.9M 1.71%
201,253
+19,923
14
$9.13M 1.43%
27,663
+15,017
15
$8.31M 1.31%
10,891
-156
16
$7.83M 1.23%
11,747
-676
17
$7.74M 1.22%
15,405
-342
18
$7.46M 1.17%
91,860
+8,037
19
$6.71M 1.05%
27,544
-766
20
$6.3M 0.99%
61,171
-1,710
21
$5.99M 0.94%
12,225
+3
22
$5.75M 0.9%
16,655
-65
23
$5.49M 0.86%
173,523
+6,663
24
$5.37M 0.85%
32,122
-328
25
$4.93M 0.78%
4,232
+98
1
2 3 4 5