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Blue Fin Capital, Inc.

Q1 2021 Holdings

Filed 2021-05-05 | 120 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Conformis Inc COM(CFMS)COM20717E101$124125,9820.0%
Spdr S&P Biotech ETF(XBI)S&P BIOTECH78464A870$2001,4760.0%
Texas Instrs Inc COM(TXN)COM882508104$2101,1120.0%
Exxon Mobil Corp COM(XOM)COM30231G102$2234,0070.0%
American Express Co COM(AXP)COM025816109$2311,6370.0%
Rayonier Inc COM(RYN)COM754907103$2437,5580.0%
YUM Brands Inc COM(YUM)COM988498101$2542,3480.0%
Ishares Core Msci Eafe ETF(IEFA)CORE MSCI EAFE46432F842$2573,5690.0%
American Elec PWR Co Inc COM(AEP)COM025537101$2573,0410.0%
Alexandria Real Estate EQ Inc COM(ARE)COM015271109$2591,5820.0%
Cognex Corp COM(CGNX)COM192422103$2603,1340.0%
Transdigm Group Inc COM(TDG)COM893641100$2614450.0%
Illinois Tool WKS Inc COM(ITW)COM452308109$2611,1820.0%
Zoom Video Communications Inc CL A(ZM)CL A98980L101$2668310.0%
Communication Services Select Sector Spdra Fund(XLC)COMMUNICATION81369Y852$2673,6420.0%
Spdr DOW Jones Industrial Average ETF(DIA)UT SER 178467X109$2748300.0%
Textron Inc COM(TXT)COM883203101$2835,0530.0%
Medtronic PLC SHS(MDT)SHSG5960L103$2892,4530.0%
Weyerhaeuser Co MTN BE COM New(WY)COM NEW962166104$2998,4170.0%
Lowes COS Inc COM(LOW)COM548661107$3011,5860.0%
Deere & Co COM(DE)COM244199105$3048150.0%
State STR Corp COM(STT)COM857477103$3103,7000.0%
Snowflake Inc CL A(SNOW)CL A833445109$3261,4240.0%
Starbucks Corp COM(SBUX)COM855244109$3423,1300.0%
Vanguard Information Technology Index Fund(VGT)INF TECH ETF92204A702$3479690.0%
AT&T Inc COM(T)COM00206R102$35911,8660.0%
L3harris Technologies Inc COM(LHX)COM502431109$3601,7780.0%
Vanguard High Dividend Yield ETF(VYM)HIGH DIV YLD921946406$3633,5930.0%
Illumina Inc COM(ILMN)COM452327109$3719670.0%
Thermo Fisher Scientific Inc COM(TMO)COM883556102$3748200.0%
Ishares U.S. Technology ETF(IYW)U.S. TECH ETF464287721$4064,6390.0%
Novartis AG Sponsored ADR(NVSN)SPONSORED ADR66987V109$4184,8960.0%
Public Storage COM(PSA)COM74460D109$4401,7870.0%
Invesco Emerging Markets Sovereign Debt ETF(PCY)EMRNG MKT SVRG46138E784$47117,6260.0%
Duke Energy Corp New COM New(DUK)COM NEW26441C204$4794,9700.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$4846,3910.0%
Invesco Ftse Rafi US 1000 ETF(PRF)FTSE RAFI 100046137V613$5463,6000.0%
Technology Select Sector Spdr Fund(XLK)TECHNOLOGY81369Y803$5514,1520.0%
Spdr Blackstone Senior Loan ETF(SRLN)BLACKSTONE SENR78467V608$55212,0800.0%
Realty Income Corp COM(O)COM756109104$5598,8180.0%
Ishares National Muni Bond ETF(MUB)NATIONAL MUN ETF464288414$5865,0540.0%
Emqq the Emerging Markets Internet and Ecommerce ETF(EMQQ)EMQQ EM INTERN301505889$5889,2010.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)CORE S&P TTL STK464287150$5966,5100.0%
Bristol-Myers Squibb Co COM(BMY)COM110122108$5989,4750.0%
Verizon Communications Inc COM(VZ)COM92343V104$67911,6810.0%
Eversource Energy COM(ES)COM30040W108$6938,0070.0%
Automatic Data Processing Inc COM(ADP)COM053015103$7774,1250.0%
Dominion Energy Inc COM(D)COM25746U109$80110,5500.0%
Ishares Expanded Tech-Software Sector ETF(IGV)EXPANDED TECH464287515$9172,6860.0%
Southern Co COM(SO)COM842587107$93215,0030.0%
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