BFG
Baron Financial Group Portfolio holdings
AUM
$187M
1-Year Est. Return
15.9%
1 Year Est. Return
+15.9%
AUM
$187M
AUM Growth
+$3.99M
(+2.2%)
Holding
59
Top Buys
| 1 | +$685K | |
| 2 | +$627K | |
| 3 | +$397K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$356K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$267K |
Top Sells
| 1 | +$649K | |
| 2 | +$383K | |
| 3 | +$298K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$219K |
| 5 |
Blackstone
BX
|
+$218K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Financials | 0.79% |
| 3 | Energy | 0.43% |
| 4 | Healthcare | 0.16% |
| 5 | Consumer Staples | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Growth ETF
VUG
$198B
| $243K | 0.13% |
499
-40
|
|
||
52
Vanguard S&P 500 ETF
VOO
$836B
| $235K | 0.13% |
+375
|
|
||
53
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.66B
| $224K | 0.12% |
+1,464
|
|
||
54
Automatic Data Processing
ADP
$103B
| $218K | 0.12% |
848
|
|
||
55
iShares MSCI KLD 400 Social ETF
DSI
$5.08B
| $202K | 0.11% |
+1,565
|
|
||
56
iShares Global Clean Energy ETF
ICLN
$2.02B
| $173K | 0.09% |
+10,530
|
|
||
57
Amplify Lithium & Battery Technology ETF
BATT
$108M
| $160K | 0.09% |
+11,615
|
|
||
58
Baytex Energy
BTE
$2.59B
| – | – |
-13,625
|
|
||
|
59
Blackstone
BX
$120B
| – | – |
-1,275
|
|