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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.97%
45,445
+2,940
27
$1.66M 0.96%
30,945
-150
28
$1.55M 0.9%
6,807
29
$1.52M 0.88%
8,725
-89
30
$1.52M 0.88%
27,321
+2,139
31
$674K 0.39%
2,186
-19
32
$632K 0.37%
7,655
+100
33
$436K 0.25%
3,354
+6
34
$374K 0.22%
5,378
+938
35
$370K 0.21%
7,140
-268
36
$337K 0.2%
17,040
-109,945
37
$336K 0.2%
2,650
38
$333K 0.19%
15,899
39
$328K 0.19%
1,851
-23
40
$320K 0.19%
1,407
41
$312K 0.18%
748
+65
42
$291K 0.17%
3,838
-300
43
$242K 0.14%
3,456
+20
44
$237K 0.14%
1,735
45
$226K 0.13%
1,393
46
$212K 0.12%
1,310
47
$201K 0.12%
1,698
48
$193K 0.11%
1,409
+104
49
$191K 0.11%
1,251
50
$173K 0.1%
2,110
-68
1
2
3 4 5