BFG

Baron Financial Group Portfolio holdings

AUM $183M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.7M
3
+$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.77K ﹤0.01%
+17
227
$2.74K ﹤0.01%
+50
228
$2.62K ﹤0.01%
+40
229
$2.62K ﹤0.01%
+581
230
$2.61K ﹤0.01%
+157
231
$2.61K ﹤0.01%
+105
232
$2.58K ﹤0.01%
+7
233
$2.51K ﹤0.01%
+90
234
$2.4K ﹤0.01%
+254
235
$2.29K ﹤0.01%
+34
236
$2.23K ﹤0.01%
+171
237
$2.14K ﹤0.01%
+182
238
$2.04K ﹤0.01%
+226
239
$1.99K ﹤0.01%
+40
240
$1.97K ﹤0.01%
+325
241
$1.94K ﹤0.01%
+270
242
$1.77K ﹤0.01%
+15
243
$1.76K ﹤0.01%
+61
244
$1.65K ﹤0.01%
+20
245
$1.65K ﹤0.01%
+500
246
$1.62K ﹤0.01%
+20
247
$1.5K ﹤0.01%
+30
248
$1.45K ﹤0.01%
+39
249
$1.27K ﹤0.01%
+550
250
$1.26K ﹤0.01%
+16
8 9
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