BFS
Baskin Financial Services Portfolio holdings
AUM
$1.33B
1-Year Est. Return
12.35%
This Fund
S&P 500
1 Year Est. Return
+12.35%
AUM
$1.33B
AUM Growth
-$31.8M
(-2.3%)
Holding
54
Top Buys
| 1 | +$3.8M | |
| 2 | +$592K | |
| 3 | +$501K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$281K |
| 5 |
Garmin
GRMN
|
+$269K |
Top Sells
| 1 | +$4.58M | |
| 2 | +$4.26M | |
| 3 | +$1.88M | |
| 4 |
Microsoft
MSFT
|
+$904K |
| 5 |
Adobe
ADBE
|
+$794K |
Sector Composition
| 1 | Financials | 21.82% |
| 2 | Technology | 18.63% |
| 3 | Communication Services | 17.21% |
| 4 | Industrials | 13.53% |
| 5 | Consumer Discretionary | 11.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$43.3B
| $232K | 0.02% |
2,945
|
|
||
|
EMA
52
Emera Inc
EMA
$15.8B
| $222K | 0.02% |
4,500
|
|
||
53
Scotiabank
BNS
$88.8B
| $200K | 0.02% |
+2,717
|
|
||
54
American Tower
AMT
$87.9B
| – | – |
-23,798
|
|