BCM

Bluefin Capital Management Portfolio holdings

AUM $129M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$96.7M
2
+$86.2M
3
+$36.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$32.8M
5
BAC icon
Bank of America
BAC
+$26.2M

Top Sells

1
+$62.6M
2
+$55.8M
3
+$42.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$19.8M
5
ABBV icon
AbbVie
ABBV
+$15.4M

Sector Composition

1 Consumer Discretionary 11.25%
2 Technology 6.14%
3 Financials 4.6%
4 Healthcare 2.3%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
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