BCM

Bluefin Capital Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
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
+$18.3M
2
+$13M
3
+$9.78M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$8.92M
5
NKE icon
Nike
NKE
+$6.87M

Top Sells

1
+$64.5M
2
+$63.6M
3
+$51.6M
4
EXEEW
Expand Energy Corp Class A Warrants
EXEEW
+$44.6M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$17.8M

Sector Composition

1 Energy 8.52%
2 Financials 5.2%
3 Consumer Discretionary 5.19%
4 Communication Services 4.33%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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