BFS
Baskin Financial Services Portfolio holdings
AUM
$1.36B
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$1.32B
AUM Growth
+$92.4M
(+7.5%)
Holding
53
Top Buys
| 1 | +$28.9M | |
| 2 | +$1.01M | |
| 3 | +$796K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$772K |
| 5 |
TFI International
TFII
|
+$609K |
Top Sells
| 1 | +$22.2M | |
| 2 | +$2.02M | |
| 3 | +$1.35M | |
| 4 |
Costco
COST
|
+$622K |
| 5 |
GRP.U
Granite Real Estate Investment Trust
GRP.U
|
+$593K |
Sector Composition
| 1 | Financials | 21.39% |
| 2 | Technology | 16.79% |
| 3 | Communication Services | 16.07% |
| 4 | Industrials | 14.74% |
| 5 | Consumer Discretionary | 12.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$39B
| $231K | 0.02% |
2,945
|
|
||
|
EMA
52
Emera Inc
EMA
$14.8B
| $206K | 0.02% |
+4,500
|
|
||
53
CoStar Group
CSGP
$33B
| – | – |
-279,646
|
|