BFS

Baskin Financial Services Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$868K
3 +$648K
4
DPZ icon
Domino's
DPZ
+$532K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$424K

Top Sells

1 +$4.12M
2 +$1.65M
3 +$1.52M
4
CPRT icon
Copart
CPRT
+$865K
5
RACE icon
Ferrari
RACE
+$688K

Sector Composition

1 Financials 20.21%
2 Industrials 18.59%
3 Technology 14.87%
4 Consumer Discretionary 14.31%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.02%
1,606
-265
52
$202K 0.02%
4,756
-1,770
53
$200K 0.02%
3,973
-2,257
54
$89K 0.01%
10,600
55
$83K 0.01%
5,045
56
-45,711