BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
+6.58%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+4%)
Cap. Flow
-$3.86M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
47
New
–
Increased
9
Reduced
32
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$225K |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$133K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$73.3K |
| 4 |
Microsoft
MSFT
|
$48.2K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$40.8K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$870K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$472K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$412K |
| 4 |
Invesco QQQ Trust
QQQ
|
$377K |
| 5 |
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% |
