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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.7M
3
+$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.25K ﹤0.01%
+450
252
$1.24K ﹤0.01%
+45
253
$1.2K ﹤0.01%
+55
254
$1.16K ﹤0.01%
+67
255
$1.09K ﹤0.01%
+73
256
$1.08K ﹤0.01%
+800
257
$1K ﹤0.01%
+17
258
$993 ﹤0.01%
+35
259
$978 ﹤0.01%
+200
260
$900 ﹤0.01%
+450
261
$899 ﹤0.01%
+230
262
$862 ﹤0.01%
+20
263
$859 ﹤0.01%
+380
264
$842 ﹤0.01%
+16
265
$773 ﹤0.01%
+14
266
$685 ﹤0.01%
+25
267
$685 ﹤0.01%
+100
268
$681 ﹤0.01%
+10
269
$666 ﹤0.01%
+100
270
$643 ﹤0.01%
+12
271
$592 ﹤0.01%
+650
272
$555 ﹤0.01%
+150
273
$545 ﹤0.01%
+450
274
$518 ﹤0.01%
+250
275
$497 ﹤0.01%
+1,700
8 9 10
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