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
$148M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.09M
3
+$2.68M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.12M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.97M

Top Sells

1
+$3.64M
2
+$2.19M
3
+$449K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$393K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$243K

Sector Composition

1 Technology 1.71%
2 Energy 0.44%
3 Healthcare 0.41%
4 Financials 0.34%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.43%
+34,133
27
$2.08M 1.4%
36,965
+1,140
28
$1.97M 1.33%
+76,334
29
$1.63M 1.1%
24,395
+265
30
$1.57M 1.06%
+93,929
31
$1.47M 0.99%
52,935
+2,305
32
$1.34M 0.9%
31,119
+2,165
33
$1.31M 0.88%
10,367
+200
34
$1.28M 0.87%
9,300
+138
35
$1.23M 0.83%
27,945
-500
36
$1.2M 0.81%
6,672
-75
37
$652K 0.44%
7,470
-85
38
$607K 0.41%
+12,125
39
$535K 0.36%
2,297
+110
40
$414K 0.28%
+10,245
41
$400K 0.27%
3,365
+6
42
$318K 0.21%
1,407
43
$308K 0.21%
1,888
+111
44
$296K 0.2%
6,767
-274
45
$279K 0.19%
16,551
+354
46
$253K 0.17%
3,603
-135
47
$230K 0.15%
748
48
$224K 0.15%
4,261
-15
49
$222K 0.15%
2,650
50
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