BFS
Baskin Financial Services Portfolio holdings
AUM
$1.36B
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$1.36B
AUM Growth
+$38M
(+2.9%)
Holding
52
Top Buys
| 1 | +$2.14M | |
| 2 | +$760K | |
| 3 | +$746K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$736K |
| 5 |
TransDigm Group
TDG
|
+$666K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$786K | |
| 3 | +$711K | |
| 4 |
Live Nation Entertainment
LYV
|
+$625K |
| 5 |
Netflix
NFLX
|
+$566K |
Sector Composition
| 1 | Financials | 21.02% |
| 2 | Technology | 18.66% |
| 3 | Communication Services | 17.02% |
| 4 | Industrials | 13.43% |
| 5 | Consumer Discretionary | 12.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$39B
| $232K | 0.02% |
2,945
|
|
||
|
EMA
52
Emera Inc
EMA
$14.8B
| $216K | 0.02% |
4,500
|
|