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
$1.04B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$784K
3
+$469K
4
DPZ icon
Domino's
DPZ
+$445K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$418K

Top Sells

1
+$4.87M
2
+$2.57M
3
+$2.03M
4
TD icon
Toronto Dominion Bank
TD
+$1.21M
5
TJX icon
TJX Companies
TJX
+$868K

Sector Composition

1 Financials 19.61%
2 Industrials 17.87%
3 Technology 15.55%
4 Consumer Discretionary 14.82%
5 Communication Services 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.02%
1,463
-143
52
$203K 0.02%
4,756
53
$88K 0.01%
10,600
54
$47K ﹤0.01%
5,045
55
– –
-66,197
56
– –
-11,080
1 2
3