BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
+15.18%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+18%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
57.2%
Holding
294
New
–
Increased
40
Reduced
44
Closed
38
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$795K |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$733K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$427K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$327K |
| 5 |
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% |
