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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.51K ﹤0.01%
171
227
$2.36K ﹤0.01%
61
228
$2.33K ﹤0.01%
67
229
$2.28K ﹤0.01%
270
230
$2.23K ﹤0.01%
105
231
$2.21K ﹤0.01%
45
232
$2.18K ﹤0.01%
226
233
$2.02K ﹤0.01%
182
234
$1.83K ﹤0.01%
39
235
$1.73K ﹤0.01%
55
236
$1.53K ﹤0.01%
35
237
$1.26K ﹤0.01%
73
238
$1.23K ﹤0.01%
20
239
$1.16K ﹤0.01%
380
240
$975 ﹤0.01%
100
241
$968 ﹤0.01%
16
242
$924 ﹤0.01%
16
243
$899 ﹤0.01%
230
244
$855 ﹤0.01%
14
245
$764 ﹤0.01%
12
246
$734 ﹤0.01%
10
247
$650 ﹤0.01%
8
248
$425 ﹤0.01%
8
249
$421 ﹤0.01%
3
250
$373 ﹤0.01%
10
8 9
10
11 12