BFS
Baskin Financial Services Portfolio holdings
AUM
$1.33B
1-Year Est. Return
12.35%
This Fund
S&P 500
1 Year Est. Return
+12.35%
AUM
$1.36B
AUM Growth
+$38M
(+2.9%)
Holding
52
Top Buys
| 1 | +$1.88M | |
| 2 | +$789K | |
| 3 | +$746K | |
| 4 |
TransDigm Group
TDG
|
+$722K |
| 5 |
Garmin
GRMN
|
+$713K |
Top Sells
| 1 | +$951K | |
| 2 | +$774K | |
| 3 | +$689K | |
| 4 |
Live Nation Entertainment
LYV
|
+$604K |
| 5 |
Netflix
NFLX
|
+$576K |
Sector Composition
| 1 | Financials | 21.02% |
| 2 | Technology | 18.66% |
| 3 | Communication Services | 17.02% |
| 4 | Industrials | 13.43% |
| 5 | Consumer Discretionary | 12.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Bond ETF
BSV
$43.8B
| $232K | 0.02% |
2,945
|
|
||
|
EMA
52
Emera Inc
EMA
$16.1B
| $216K | 0.02% |
4,500
|
|