BFS

Baskin Financial Services Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$905M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.28M
3
+$1.72M
4
CNI icon
Canadian National Railway
CNI
+$1.66M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$1.07M
2
+$823K
3
+$654K
4
TRP icon
TC Energy
TRP
+$603K
5
BCE icon
BCE
BCE
+$572K

Sector Composition

1 Financials 21.91%
2 Communication Services 18.58%
3 Technology 15.68%
4 Consumer Discretionary 11.94%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.03%
+7,622
52
$228K 0.03%
981
-49
1 2
3