Portfolio (Quarterly)
Guide ↗
Blue Fin Capital, Inc.
· CIK 0001576102| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,623.0 | $237K | 0.03% | -97.0 | -3.6% | $90.46 | -0.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
15.6%
Communication Services
11.5%
Healthcare
7.8%
Consumer Cyclical
7.7%
Consumer Defensive
4.2%
Industrials
3.7%
Utilities
1.4%
Energy
0.5%
Basic Materials
0.3%