BFG

Baron Financial Group Portfolio holdings

AUM $187M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$551K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$525K

Top Sells

1
+$357K
2
+$278K
3
+$152K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$148K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27K ﹤0.01%
66
-105
227
$1.16K ﹤0.01%
35
228
$1.02K ﹤0.01%
16
229
$958 ﹤0.01%
180
-50
230
$952 ﹤0.01%
16
231
$898 ﹤0.01%
14
232
$850 ﹤0.01%
8
233
$843 ﹤0.01%
8
234
$779 ﹤0.01%
10
235
$755 ﹤0.01%
10
236
$540 ﹤0.01%
8
237
$399 ﹤0.01%
45
238
$112 ﹤0.01%
4
239
– –
-12
240
– –
-17
241
– –
-50
6 7 8 9
10