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
426
– –
-42,352
427
– –
-14,900
428
– –
-11,704
429
– –
-34,064
430
– –
-248,129
431
– –
-61,776
432
– –
0
433
– –
0
434
– –
-21,780
435
– –
-15,224
436
– –
-17,936
437
– –
-46,901
438
– –
0
439
– –
-19,108
440
– –
0
441
– –
-13,112
442
– –
-19,624
443
– –
-19,316
444
– –
0
445
– –
-10,252
446
– –
-28,698
447
– –
-43,540
448
– –
-10,000
449
– –
-84,100
450
– –
-16,148
16 17
18
19 20