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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$353 ﹤0.01%
750
-950
252
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254
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1
255
$104 ﹤0.01%
4
256
$7 ﹤0.01%
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