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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.09%
21,085
+655
27
$1.61M 1%
30,020
+350
28
$1.57M 0.98%
7,049
-165
29
$1.52M 0.95%
33,745
+2,090
30
$1.32M 0.82%
19,764
+1,155
31
$1.21M 0.75%
8,833
+100
32
$939K 0.58%
21,235
-6,370
33
$611K 0.38%
2,254
-224
34
$576K 0.36%
4,114
-257
35
$508K 0.32%
8,055
36
$337K 0.21%
4,138
-100
37
$330K 0.21%
4,405
-250
38
$314K 0.2%
1,906
+1
39
$300K 0.19%
15,317
+300
40
$294K 0.18%
7,501
-491
41
$289K 0.18%
1,457
42
$272K 0.17%
683
-73
43
$272K 0.17%
2,800
-750
44
$270K 0.17%
1,735
-100
45
$255K 0.16%
1,650
46
$203K 0.13%
3,393
-429
47
$197K 0.12%
1,698
48
$169K 0.11%
1,251
49
$164K 0.1%
1,305
-16
50
$161K 0.1%
927
+8
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2
3 4 5