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
$1.11B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$6.82M
2 +$3.66M
3 +$2.35M
4
AAPL icon
Apple
AAPL
+$2.17M
5
TFII icon
TFI International
TFII
+$1.82M

Sector Composition

1 Financials 19.87%
2 Industrials 18.06%
3 Technology 16.07%
4 Consumer Discretionary 15.14%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$68K 0.01%
10,722
52
-132,990
53
-187,109
54
-11,080
55
-5,045