Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $1,220,829 (100.0% shares, 0.0% debt)

Holdings (186)

RY Royal Bank of Canada 4.6%
Value ($000) $55,662 Shares 560,012 Est. Cost $69.43 Unrealized +46.8%
MSFT Microsoft Corp 4.4%
Value ($000) $53,874 Shares 191,098 Est. Cost $61.02 Unrealized +360.1%
Brookfield Asset Mgt A LV 4.2%
Value ($000) $51,765 Shares 967,183 Est. Cost $37.78 Unrealized
GOOG Alphabet Inc Cl-C 3.7%
Value ($000) $44,633 Shares 16,746 Est. Cost $42.11 Unrealized +225.0%
JPM JPMorgan Chase & Company 3.3%
Value ($000) $40,357 Shares 246,548 Est. Cost $54.53 Unrealized +157.3%
V Visa Inc 2.8%
Value ($000) $34,591 Shares 155,290 Est. Cost $85.27 Unrealized +166.2%
COST Costco Wholesale Corp 2.6%
Value ($000) $32,154 Shares 71,557 Est. Cost $259.89 Unrealized +60.9%
TMO Thermo Fisher Scientific, Inc 2.6%
Value ($000) $32,120 Shares 56,220 Est. Cost $283.16 Unrealized +91.5%
SPGI S&P Global Inc 2.4%
Value ($000) $28,800 Shares 67,780 Est. Cost $253.98 Unrealized +64.5%
UNH UnitedHealth Group Inc 2.2%
Value ($000) $27,178 Shares 69,555 Est. Cost $248.59 Unrealized +54.8%
META Facebook Inc Cl-A 2.1%
Value ($000) $25,597 Shares 75,423 Est. Cost $183.34 Unrealized +95.1%
NKE NIKE, Inc Class B 2.1%
Value ($000) $25,565 Shares 176,025 Est. Cost $80.68 Unrealized +89.1%
HD Home Depot Inc 2.1%
Value ($000) $25,050 Shares 76,312 Est. Cost $200.60 Unrealized +46.8%
CNI Canadian National Railway Company 2.0%
Value ($000) $24,184 Shares 208,941 Est. Cost $82.62 Unrealized +22.9%
AAPL Apple Inc 1.8%
Value ($000) $22,297 Shares 157,574 Est. Cost $92.79 Unrealized +55.1%
SHW Sherwin-Williams Co 1.8%
Value ($000) $21,433 Shares 76,618 Est. Cost $244.31 Unrealized +15.2%
ACN Accenture PLC Cl-A 1.8%
Value ($000) $21,395 Shares 66,877 Est. Cost $147.40 Unrealized +107.3%
ABT Abbott Laboratories 1.7%
Value ($000) $20,778 Shares 175,892 Est. Cost $76.70 Unrealized +47.9%
Canadian Pacific Railway Ltd 1.7%
Value ($000) $20,334 Shares 311,788 Est. Cost $110.50 Unrealized
HON Honeywell International Inc 1.7%
Value ($000) $20,333 Shares 95,783 Est. Cost $114.19 Unrealized +70.4%
MA Mastercard Inc Cl-A 1.5%
Value ($000) $18,248 Shares 52,484 Est. Cost $284.09 Unrealized +24.9%
FRCB First Republic Bank 1.4%
Value ($000) $17,700 Shares 91,770 Est. Cost $101.10 Unrealized +92.6%
DEO Diageo PLC SP/ADR 1.4%
Value ($000) $17,294 Shares 89,603 Est. Cost $166.77 Unrealized
INTU Intuit Inc 1.4%
Value ($000) $16,529 Shares 30,637 Est. Cost $341.23 Unrealized +53.7%
ET Energy Transfer LP 1.3%
Value ($000) $15,881 Shares 1,657,725 Est. Cost $8.98 Unrealized
GOOGL Alphabet Inc Cl A 1.2%
Value ($000) $15,164 Shares 5,672 Est. Cost $56.64 Unrealized +138.4%
STZ Constellation Brands Inc-A 1.2%
Value ($000) $14,723 Shares 69,875 Est. Cost $172.56 Unrealized +17.5%
USB U.S. Bancorp 1.2%
Value ($000) $14,319 Shares 240,885 Est. Cost $40.32 Unrealized +15.7%
CVS CVS Health Corporation 1.1%
Value ($000) $13,072 Shares 154,040 Est. Cost $48.73 Unrealized +48.8%
ADI Analog Devices Inc 1.0%
Value ($000) $12,206 Shares 72,880 Est. Cost $121.98 Unrealized +27.3%
MDT Medtronic, PLC 1.0%
Value ($000) $12,194 Shares 97,281 Est. Cost $78.92 Unrealized +43.8%
AMZN Amazon.com Inc 1.0%
Value ($000) $11,912 Shares 3,626 Est. Cost $127.05 Unrealized +35.8%
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.9%
Value ($000) $11,289 Shares 101,108 Est. Cost $52.14 Unrealized
MRK Merck & Co Inc 0.7%
Value ($000) $8,817 Shares 117,385 Est. Cost $63.06 Unrealized +4.9%
BAC Bank of America 0.7%
Value ($000) $8,721 Shares 205,440 Est. Cost $18.35 Unrealized +96.7%
Discover Financial Services 0.7%
Value ($000) $8,686 Shares 70,701 Est. Cost $69.48 Unrealized
ENB Enbridge Inc 0.7%
Value ($000) $8,588 Shares 215,724 Est. Cost $25.23 Unrealized +17.7%
BNS Bank of Nova Scotia 0.7%
Value ($000) $8,577 Shares 139,522 Est. Cost $41.39 Unrealized +19.4%
FSV FIRSTSERVICE CORP 0.7%
Value ($000) $8,514 Shares 47,100 Est. Cost $86.92 Unrealized +107.1%
GLD SPDR Gold Trust ETF 0.7%
Value ($000) $8,309 Shares 50,594 Est. Cost $168.38 Unrealized
DD Dupont De Nemours Inc 0.7%
Value ($000) $8,014 Shares 117,875 Est. Cost $22.28 Unrealized +27.3%
AON Aon PLC Cl A 0.6%
Value ($000) $7,716 Shares 27,000 Est. Cost $240.73 Unrealized +8.1%
MRSH Marsh & McLennan Companies, Inc 0.6%
Value ($000) $7,657 Shares 50,565 Est. Cost $93.00 Unrealized +52.3%
CNQ Canadian Natural Resources Limited 0.6%
Value ($000) $7,612 Shares 208,314 Est. Cost $8.68 Unrealized +54.9%
EL Estee Lauder Companies Inc CL-A 0.6%
Value ($000) $7,382 Shares 24,615 Est. Cost $162.02 Unrealized +88.4%
DOO BRP INC 0.6%
Value ($000) $7,126 Shares 77,000 Est. Cost $40.11 Unrealized +107.5%
CMCSA Comcast Corp Cl-A 0.6%
Value ($000) $6,869 Shares 122,797 Est. Cost $32.87 Unrealized +56.3%
DSGX DESCARTES SYSTEMS 0.6%
Value ($000) $6,807 Shares 83,654 Est. Cost $35.20 Unrealized +115.1%
DHR Danaher Corp 0.6%
Value ($000) $6,759 Shares 22,203 Est. Cost $111.13 Unrealized +140.1%
Shaw Communications Inc -B 0.5%
Value ($000) $6,602 Shares 227,390 Est. Cost $18.95 Unrealized
BBWI Bath & Body Works Inc 0.5%
Value ($000) $6,486 Shares 102,909 Est. Cost $57.14 Unrealized 0.0%
SPHR Madison Square Garden 0.5%
Value ($000) $6,460 Shares 88,895 Est. Cost $38.82 Unrealized -10.8%
SU Suncor Energy Inc 0.5%
Value ($000) $6,419 Shares 310,026 Est. Cost $19.02 Unrealized -11.8%
AVGO Broadcom Inc 0.5%
Value ($000) $6,339 Shares 13,071 Est. Cost $24.98 Unrealized +78.1%
AXTA Axalta Coating Systems Ltd 0.5%
Value ($000) $6,219 Shares 213,045 Est. Cost $31.66 Unrealized -5.5%
CCK Crown Holdings Inc 0.5%
Value ($000) $6,166 Shares 61,185 Est. Cost $91.62 Unrealized +9.4%
HDB HDFC Bank Ltd ADR 0.5%
Value ($000) $6,070 Shares 83,041 Est. Cost $85.32 Unrealized
Discovery Inc Ser-A 0.5%
Value ($000) $6,059 Shares 238,745 Est. Cost $30.68 Unrealized
GPN GLOBAL PAYMENTS INC 0.5%
Value ($000) $5,920 Shares 37,567 Est. Cost $187.54 Unrealized -11.1%
PM Philip Morris Intl Inc 0.5%
Value ($000) $5,818 Shares 61,375 Est. Cost $61.16 Unrealized +32.5%
MS Morgan Stanley 0.5%
Value ($000) $5,597 Shares 57,515 Est. Cost $70.27 Unrealized +22.0%
BMO Bank of Montreal 0.4%
Value ($000) $5,379 Shares 53,906 Est. Cost $60.36 Unrealized +39.1%
NOA NORTH AMERICAN CONST 0.4%
Value ($000) $5,284 Shares 362,800 Est. Cost $6.46 Unrealized +121.8%
CCJ CAMECO CORP 0.4%
Value ($000) $5,247 Shares 241,643 Est. Cost $17.25 Unrealized +8.3%
Blackrock Inc 0.4%
Value ($000) $5,190 Shares 6,189 Est. Cost $660.57 Unrealized
KO Coca Cola Co 0.4%
Value ($000) $5,028 Shares 95,839 Est. Cost $43.39 Unrealized +12.5%
GDX VanEck Vectors Gold Miners ETF 0.4%
Value ($000) $4,861 Shares 164,965 Est. Cost $35.94 Unrealized
AMT American Tower Corp 0.4%
Value ($000) $4,820 Shares 18,160 Est. Cost $213.04 Unrealized +16.7%
NTR NUTRIEN LTD 0.4%
Value ($000) $4,706 Shares 72,525 Est. Cost $40.24 Unrealized +32.9%
OI O-I Glass 0.4%
Value ($000) $4,682 Shares 328,045 Est. Cost $9.90 Unrealized +51.2%
VCSH VANGUARD SCOTTSDALE 0.4%
Value ($000) $4,681 Shares 56,805 Est. Cost $81.19 Unrealized
ELV Anthem Inc. 0.4%
Value ($000) $4,554 Shares 12,217 Est. Cost $259.99 Unrealized +37.5%
SBAC SBA Communications CL-A 0.4%
Value ($000) $4,523 Shares 13,685 Est. Cost $274.59 Unrealized +18.0%
EMQQ Emerging Markets Internet and Ecommerce ETF 0.3%
Value ($000) $4,146 Shares 83,603 Est. Cost $58.85 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $4,049 Shares 25,074 Est. Cost $119.90 Unrealized +25.3%
LBRDK LIBERTY BROADBAND 0.3%
Value ($000) $3,886 Shares 22,500 Est. Cost $142.66 Unrealized +18.2%
PKIUF PARKLAND CORP 0.3%
Value ($000) $3,840 Shares 136,700 Est. Cost $28.09 Unrealized
WSM Williams Sonoma Inc 0.3%
Value ($000) $3,788 Shares 21,360 Est. Cost $48.89 Unrealized +59.0%
CAE CAE Inc 0.3%
Value ($000) $3,588 Shares 120,244 Est. Cost $21.49 Unrealized +37.8%
TXN Texas Instruments-Cum Rts 0.3%
Value ($000) $3,298 Shares 17,161 Est. Cost $100.60 Unrealized +67.0%
NVR NVR INC 0.3%
Value ($000) $3,260 Shares 680 Est. Cost $4257.74 Unrealized +19.2%
SCHW The Charles Schwab Corp 0.3%
Value ($000) $3,243 Shares 44,535 Est. Cost $57.09 Unrealized +18.0%
GDDY GODADDY INC 0.2%
Value ($000) $2,788 Shares 40,000 Est. Cost $71.46 Unrealized +8.3%
UNP Union Pacific Corp 0.2%
Value ($000) $2,725 Shares 13,900 Est. Cost $171.49 Unrealized +13.8%
TU Telus Corporation 0.2%
Value ($000) $2,713 Shares 123,420 Est. Cost $18.78 Unrealized +20.0%
BAH Booz Allen Hamilton Holdings A 0.2%
Value ($000) $2,593 Shares 32,675 Est. Cost $67.00 Unrealized +14.5%
PFB CORPORATION 0.2%
Value ($000) $2,581 Shares 171,900 Est. Cost $15.01 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $2,566 Shares 18,409 Est. Cost $29.67 Unrealized +53.3%
NEM Newmont Mining Corp. (Holding Co.) 0.2%
Value ($000) $2,501 Shares 46,075 Est. Cost $52.28 Unrealized -1.8%
PEP PepsiCo, Inc 0.2%
Value ($000) $2,499 Shares 16,612 Est. Cost $117.76 Unrealized +14.6%
DIS Walt Disney Co 0.2%
Value ($000) $2,375 Shares 14,042 Est. Cost $125.86 Unrealized +38.4%
GRANITE REAL ESTATE 0.2%
Value ($000) $2,361 Shares 33,200 Est. Cost $58.94 Unrealized
BCE BCE Inc 0.2%
Value ($000) $2,359 Shares 47,112 Est. Cost $30.26 Unrealized +22.7%
CHTR CHARTER COMMUNICATIO 0.2%
Value ($000) $2,310 Shares 3,175 Est. Cost $695.50 Unrealized +9.1%
Pioneer Natural Res Co 0.2%
Value ($000) $2,266 Shares 13,611 Est. Cost $159.24 Unrealized
CACI CACI INTERNATIONAL 0.2%
Value ($000) $2,162 Shares 8,250 Est. Cost $225.94 Unrealized +14.3%
ETN Eaton Corporation 0.2%
Value ($000) $2,064 Shares 13,820 Est. Cost $70.10 Unrealized +112.9%
FISV FISERV INC 0.2%
Value ($000) $2,007 Shares 18,500 Est. Cost $107.26 Unrealized +4.2%
TSLA Tesla Motors Inc. 0.2%
Value ($000) $1,993 Shares 2,570 Est. Cost $103.34 Unrealized +127.8%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $1,901 Shares 4,412 Est. Cost $430.74 Unrealized
SJNK SPDR SER TR 0.2%
Value ($000) $1,879 Shares 68,600 Est. Cost $27.57 Unrealized
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,870 Shares 30,000 Est. Cost $12.25 Unrealized +25.4%
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $1,811 Shares 16,274 Est. Cost $31.61 Unrealized +50.2%
WCN WASTE CONNECTIONS 0.1%
Value ($000) $1,796 Shares 14,250 Est. Cost $106.59 Unrealized +15.3%
KIRKLAND LAKE GOLD 0.1%
Value ($000) $1,795 Shares 43,107 Est. Cost $33.78 Unrealized
ICE Intercontinental Exchange 0.1%
Value ($000) $1,688 Shares 14,700 Est. Cost $112.02 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,636 Shares 11,500 Est. Cost $130.41 Unrealized +5.1%
EBAY EBAY INC 0.1%
Value ($000) $1,602 Shares 23,000 Est. Cost $47.79 Unrealized +38.4%
IVOL Kraneshares Quadratic Interest Rate ETF 0.1%
Value ($000) $1,543 Shares 55,362 Est. Cost $27.48 Unrealized
WSO Watsco Inc 0.1%
Value ($000) $1,508 Shares 5,700 Est. Cost $201.15 Unrealized +39.4%
TPL TEXAS PACIFIC LAND 0.1%
Value ($000) $1,481 Shares 1,225 Est. Cost $121.41 Unrealized +21.0%
SBUX Starbucks Corp 0.1%
Value ($000) $1,478 Shares 13,400 Est. Cost $66.65 Unrealized +58.6%
FTS FORTIS INC 0.1%
Value ($000) $1,429 Shares 32,200 Est. Cost $35.21 Unrealized +8.6%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $1,388 Shares 32,000 Est. Cost $38.55 Unrealized +14.7%
HBM HUDBAY MINERALS 0.1%
Value ($000) $1,363 Shares 218,500 Est. Cost $6.33 Unrealized 0.0%
TECK Teck Resources Ltd B 0.1%
Value ($000) $1,324 Shares 53,250 Est. Cost $22.91 Unrealized 0.0%
Activision Blizzard Inc 0.1%
Value ($000) $1,280 Shares 16,550 Est. Cost $90.31 Unrealized
TFII TFI INTERNATIONAL 0.1%
Value ($000) $1,238 Shares 12,100 Est. Cost $42.51 Unrealized +151.7%
WU THE WESTERN UNION 0.1%
Value ($000) $1,159 Shares 57,300 Est. Cost $22.26 Unrealized
IAU iShares Gold Trust ETF 0.1%
Value ($000) $1,157 Shares 34,632 Est. Cost $33.41 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $1,084 Shares 3,800 Est. Cost $287.02 Unrealized +6.6%
TJX TJX Companies, Inc 0.1%
Value ($000) $1,072 Shares 16,246 Est. Cost $58.30 Unrealized +12.3%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $1,065 Shares 8,200 Est. Cost $116.61 Unrealized +20.7%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $1,017 Shares 3,864 Est. Cost $263.20 Unrealized
VZ VERIZON COMMUNICATIO 0.1%
Value ($000) $999 Shares 18,500 Est. Cost $43.83 Unrealized -3.4%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $972 Shares 8,898 Est. Cost $109.24 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $970 Shares 17,500 Est. Cost $44.75 Unrealized +21.0%
BLACK KNIGHT INC 0.1%
Value ($000) $936 Shares 13,000 Est. Cost $70.20 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $936 Shares 8,160 Est. Cost $104.43 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $880 Shares 19,250 Est. Cost $46.13 Unrealized
VIG Vanguard Div Appr ETF 0.1%
Value ($000) $876 Shares 5,700 Est. Cost $141.89 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $835 Shares 1,750 Est. Cost $314.10 Unrealized +52.1%
AMAT Applied Materials Inc 0.1%
Value ($000) $835 Shares 6,485 Est. Cost $130.59 Unrealized 0.0%
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $803 Shares 1,800 Est. Cost $399.34 Unrealized +16.8%
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 0.1%
Value ($000) $766 Shares 8,373 Est. Cost $91.48 Unrealized
VNQ Vanguard Real Estate Etf . 0.1%
Value ($000) $738 Shares 7,250 Est. Cost $101.74 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $711 Shares 1,235 Est. Cost $489.76 Unrealized +28.5%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $698 Shares 11,294 Est. Cost $61.80 Unrealized
SSNC SS&C TECH HLDGS 0.1%
Value ($000) $694 Shares 10,000 Est. Cost $74.13 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $690 Shares 2,000 Est. Cost $320.77 Unrealized 0.0%
RJF RAYMOND JAMES FINL 0.1%
Value ($000) $651 Shares 7,050 Est. Cost $83.99 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $640 Shares 8,621 Est. Cost $74.24 Unrealized
AXP American Express Co 0.1%
Value ($000) $611 Shares 3,650 Est. Cost $100.43 Unrealized +57.6%
MCO MOODYS CORP 0.0%
Value ($000) $604 Shares 1,700 Est. Cost $199.52 Unrealized +82.0%
GIL GILDAN ACTIVEWEAR 0.0%
Value ($000) $603 Shares 16,500 Est. Cost $32.00 Unrealized +5.4%
BKLN INVESCO EXCHNG TRADE 0.0%
Value ($000) $599 Shares 27,100 Est. Cost $22.14 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $556 Shares 5,895 Est. Cost $79.31 Unrealized +15.0%
LOW Lowe's Companies Inc 0.0%
Value ($000) $555 Shares 2,737 Est. Cost $148.41 Unrealized +23.7%
PEJ INVESCO EXCHANGETRAD 0.0%
Value ($000) $549 Shares 10,900 Est. Cost $46.33 Unrealized
XLRE Select Sec Rl Est Sel ETF 0.0%
Value ($000) $531 Shares 11,934 Est. Cost $44.35 Unrealized
SLF Sun Life Financial Services Canada Inc 0.0%
Value ($000) $520 Shares 10,122 Est. Cost $41.27 Unrealized +24.6%
ICLN ISHARES 0.0%
Value ($000) $509 Shares 23,500 Est. Cost $24.17 Unrealized
Tidal ATAC US Rotation ETF 0.0%
Value ($000) $485 Shares 21,142 Est. Cost $23.69 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $476 Shares 5,810 Est. Cost $81.97 Unrealized
IHDG Wisdomtree Intl Hedged Quality Div Growth 0.0%
Value ($000) $475 Shares 11,000 Est. Cost $43.18 Unrealized
OTEX Open Text Corporation 0.0%
Value ($000) $473 Shares 9,700 Est. Cost $31.43 Unrealized +46.1%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $473 Shares 2,875 Est. Cost $106.81 Unrealized +57.2%
HII HUNTINGTON INGALLS 0.0%
Value ($000) $463 Shares 2,400 Est. Cost $151.16 Unrealized +21.2%
Crescent Point Energy Corp. 0.0%
Value ($000) $460 Shares 100,000 Est. Cost $7.46 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $457 Shares 5,141 Est. Cost $47.27 Unrealized 0.0%
VET Vermilion Energy Inc 0.0%
Value ($000) $447 Shares 45,313 Est. Cost $27.11 Unrealized -73.0%
FLJP Franklin Temp FTSE Japan ETF 0.0%
Value ($000) $440 Shares 14,242 Est. Cost $30.89 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $433 Shares 850 Est. Cost $679.74 Unrealized 0.0%
XLF Sector Spdr Tr Int-Finl 0.0%
Value ($000) $430 Shares 11,479 Est. Cost $37.46 Unrealized
WPM WHEATON PRECIOUS MET 0.0%
Value ($000) $422 Shares 11,200 Est. Cost $41.52 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $415 Shares 3,250 Est. Cost $134.56 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $407 Shares 300 Est. Cost $119.93 Unrealized +24.9%
TPB TURNING POINT BRANDS 0.0%
Value ($000) $406 Shares 8,500 Est. Cost $47.94 Unrealized 0.0%
PEMBINA PIPELINE 0.0%
Value ($000) $404 Shares 20,000 Est. Cost $20.20 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $396 Shares 1,100 Est. Cost $278.19 Unrealized +20.9%
XLC Select Sector Communications Services SPDR Fund 0.0%
Value ($000) $393 Shares 4,900 Est. Cost $80.87 Unrealized
XLE Energy Select Sec SPDR 0.0%
Value ($000) $391 Shares 7,500 Est. Cost $53.37 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $356 Shares 150 Est. Cost $2206.84 Unrealized 0.0%
IXC iShares Global Energy ETF 0.0%
Value ($000) $331 Shares 12,312 Est. Cost $25.04 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $325 Shares 3,805 Est. Cost $85.83 Unrealized
BCI Aberdeen Bloomberg All Commodity Strategy K- ETF 0.0%
Value ($000) $316 Shares 11,264 Est. Cost $24.17 Unrealized
EWU iShares MSCI United Kingdom ETF 0.0%
Value ($000) $306 Shares 9,496 Est. Cost $32.22 Unrealized
BlackRock Income Trust 0.0%
Value ($000) $268 Shares 43,885 Est. Cost $6.10 Unrealized
ERO ERO COPPER CORP 0.0%
Value ($000) $213 Shares 12,000 Est. Cost $19.14 Unrealized 0.0%
ENERPLUS CORP 0.0%
Value ($000) $207 Shares 25,900 Est. Cost $5.02 Unrealized
PEMBINA PIPELINE 0.0%
Value ($000) $205 Shares 10,000 Est. Cost $20.50 Unrealized
TCW Strategic Income Fund 0.0%
Value ($000) $201 Shares 35,045 Est. Cost $5.48 Unrealized
AEM AGNICO EAGLE MINES 0.0%
Value ($000) $197 Shares 3,800 Est. Cost $52.01 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $185 Shares 700 Est. Cost $215.29 Unrealized +18.5%
MFC Manulife Financial Corporation 0.0%
Value ($000) $166 Shares 8,617 Est. Cost $18.39 Unrealized +5.7%
MKL Markel Corp Holding 0.0%
Value ($000) $120 Shares 100 Est. Cost $1232.92 Unrealized 0.0%