BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
+7.55%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.83%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$14.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.7M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$6.84M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$6.52M |
| 5 |
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% |
