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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.1%
20,965
-10
27
$1.76M 1%
31,095
+475
28
$1.69M 0.96%
42,505
+5,035
29
$1.64M 0.93%
6,807
-25
30
$1.57M 0.89%
8,814
-20
31
$1.51M 0.85%
25,182
+3,128
32
$742K 0.42%
2,205
33
$462K 0.26%
7,555
34
$447K 0.25%
3,348
-771
35
$437K 0.25%
7,408
+6
36
$353K 0.2%
4,138
37
$347K 0.2%
1,407
-50
38
$343K 0.19%
2,650
39
$337K 0.19%
15,899
+288
40
$331K 0.19%
4,440
+80
41
$321K 0.18%
1,874
-34
42
$313K 0.18%
683
43
$277K 0.16%
6,465
-11,530
44
$275K 0.16%
1,735
45
$239K 0.14%
1,698
46
$229K 0.13%
3,436
+21
47
$225K 0.13%
1,310
48
$205K 0.12%
1,251
49
$189K 0.11%
1,393
50
$184K 0.1%
1,305
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