BFG
Baron Financial Group Portfolio holdings
AUM
$183M
1-Year Est. Return
12.22%
1 Year Est. Return
+12.22%
AUM
$183M
AUM Growth
+$12.1M
(+7.1%)
Holding
51
Top Buys
| 1 | +$435K | |
| 2 | +$304K | |
| 3 | +$280K | |
| 4 |
Blackstone
BX
|
+$218K |
| 5 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$213K |
Top Sells
| 1 | +$485K | |
| 2 | +$200K | |
| 3 | +$96.2K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$81K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$61.5K |
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Financials | 0.55% |
| 3 | Energy | 0.43% |
| 4 | Healthcare | 0.17% |
| 5 | Consumer Staples | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$222B
| – | – |
-1,473
|
|