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
$582M
AUM Growth
-$778M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$38.1M
3
+$22.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$19.7M
5
NAV
Navistar International
NAV
+$18.5M

Top Sells

1
+$74.2M
2
+$30.6M
3
+$26.6M
4
BABA icon
Alibaba
BABA
+$21.6M
5
META icon
Meta Platforms (Facebook)
META
+$21.6M

Sector Composition

1 Technology 15.48%
2 Consumer Discretionary 7.2%
3 Healthcare 7.09%
4 Financials 2.58%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
– –
-13,135
378
– –
0
379
– –
-19,119
380
– –
0
381
– –
-77,975
382
– –
-68,000
383
– –
0
384
– –
-89,800
385
– –
-12,804
386
– –
-14,740
387
– –
-11,440
388
– –
0
389
– –
-9,527
390
– –
-13,068
391
– –
-17,556
392
– –
-19,448
393
– –
-100,000
394
– –
-347,757
395
– –
0
396
– –
-35,568
397
– –
-12,486
398
– –
-221,700
399
– –
0
400
– –
0
14 15
16
17 18