We are live on ! Find out more
BCM

Bluefin Capital Management Portfolio holdings

AUM $103M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$12.7M
3
+$9.52M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$8.15M
5
F icon
Ford
F
+$6.36M

Top Sells

1
+$75.7M
2
+$64.6M
3
+$51.6M
4
EXEEW
Expand Energy Corp Class A Warrants
EXEEW
+$46.5M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$17.8M

Sector Composition

1 Energy 8.52%
2 Financials 5.21%
3 Consumer Discretionary 5.18%
4 Communication Services 4.33%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-35,773
302
– –
-11,632
303
– –
0
304
– –
-20,120
305
– –
0
306
– –
-130,000
307
– –
0
308
– –
-1,440
309
– –
-341,262
310
– –
-76,595
311
– –
-341,250
312
– –
-7,232
313
– –
0
314
– –
-29,935
315
– –
-6,300
316
– –
-22,373
317
– –
-14,064
318
– –
0
319
– –
-2,145
320
– –
0
321
– –
-5,760
322
– –
-82,006
323
– –
0
324
– –
0
325
– –
0
11 12
13
14 15