BCM

Bluefin Capital Management Portfolio holdings

AUM $356M
1-Year Est. Return 20.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$11.1M
3
+$7.88M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$6.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.02%
2 Materials 3.73%
3 Consumer Staples 3.04%
4 Real Estate 2.95%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65K ﹤0.01%
+265,332
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81
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82
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84
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4