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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.3M
3 +$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1 +$2.17M
2 +$277K
3 +$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-293