BFG
Baron Financial Group Portfolio holdings
AUM
$170M
1-Year Return
11.92%
This Quarter Return
+4.69%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$161M
AUM Growth
+$15.5M
(+11%)
Cap. Flow
+$8.63M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
241
New
–
Increased
43
Reduced
52
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$369K |
| 2 |
SPDR ICE Preferred Securities ETF
PSK
|
$282K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$156K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$147K |
| 5 |
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% |
