BFG

Baron Financial Group Portfolio holdings

AUM $187M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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