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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.12M
3 +$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1 +$1.02M
2 +$495K
3 +$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-254