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
26
$1.19M 0.95%
16,280
+565
27
$1.19M 0.95%
10,995
+8,890
28
$1.13M 0.9%
18,258
-1,400
29
$967K 0.77%
7,287
+140
30
$943K 0.75%
7,980
+5,910
31
$723K 0.58%
6,165
+4,645
32
$613K 0.49%
5,097
-254
33
$504K 0.4%
11,340
+11,020
34
$485K 0.39%
2,182
+1
35
$431K 0.34%
5,038
-500
36
$338K 0.27%
8,205
-100
37
$321K 0.26%
4,650
-1,225
38
$257K 0.21%
6,987
-481
39
$247K 0.2%
12,990
-10,530
40
$244K 0.19%
1,548
+1
41
$236K 0.19%
668
42
$233K 0.19%
1,650
43
$233K 0.19%
1,322
44
$206K 0.16%
12,217
+571
45
$195K 0.16%
3,350
+22
46
$186K 0.15%
1,698
47
$178K 0.14%
1,400
48
$165K 0.13%
678
-8
49
$150K 0.12%
3,172
-25
50
$149K 0.12%
1,393
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2
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