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
$164M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$133K
3
+$73.3K
4
MSFT icon
Microsoft
MSFT
+$48.2K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$40.8K

Top Sells

1
+$870K
2
+$472K
3
+$412K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$377K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K

Sector Composition

1 Technology 2.07%
2 Energy 0.5%
3 Financials 0.24%
4 Consumer Staples 0.22%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.39%
97,456
-5,425
27
$1.9M 1.16%
18,187
-90
28
$1.79M 1.1%
6,335
29
$1.74M 1.07%
47,833
-1,045
30
$1.65M 1.01%
26,455
-1,170
31
$1.61M 0.98%
6,899
-168
32
$1.44M 0.88%
6,066
+309
33
$796K 0.49%
1,850
+112
34
$782K 0.48%
6,670
35
$740K 0.45%
3,346
+4
36
$601K 0.37%
2,966
-265
37
$503K 0.31%
6,395
-83
38
$490K 0.3%
4,510
-250
39
$399K 0.24%
19,038
+131
40
$374K 0.23%
638
-15
41
$362K 0.22%
3,490
42
$271K 0.17%
1,367
43
$250K 0.15%
1,268
44
$245K 0.15%
3,136
+5
45
$235K 0.14%
851
+1
46
$210K 0.13%
1,930
-10
47
$40.5K 0.02%
13,625
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