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
$162M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$909K
3
+$224K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$221K
5
PG icon
Procter & Gamble
PG
+$219K

Top Sells

1
+$1.76M
2
+$768K
3
+$580K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$321K

Sector Composition

1 Technology 2.21%
2 Energy 0.53%
3 Healthcare 0.48%
4 Financials 0.44%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.35%
44,528
+21,995
27
$1.88M 1.16%
17,690
+316
28
$1.71M 1.06%
28,210
+345
29
$1.71M 1.05%
53,023
-3,554
30
$1.65M 1.02%
6,335
-300
31
$1.62M 1%
9,468
-257
32
$963K 0.59%
4,212
+980
33
$952K 0.59%
2,262
-45
34
$863K 0.53%
7,420
35
$786K 0.49%
4,196
-9,420
36
$637K 0.39%
3,337
+4
37
$514K 0.32%
6,703
+60
38
$513K 0.32%
4,765
-545
39
$382K 0.24%
18,366
40
$371K 0.23%
1,485
-128
41
$342K 0.21%
653
42
$337K 0.21%
1,680
-50
43
$314K 0.19%
3,490
44
$263K 0.16%
1,993
45
$255K 0.16%
1,612
-99
46
$254K 0.16%
1,393
47
$250K 0.15%
1,367
48
$231K 0.14%
3,116
49
$219K 0.14%
+1,351
50
$213K 0.13%
2,110
-135
1
2
3