BFG
Baron Financial Group Portfolio holdings
AUM
$185M
1-Year Est. Return
16.6%
This Fund
S&P 500
1 Year Est. Return
+16.6%
AUM
$185M
AUM Growth
-$1.1M
(-0.59%)
Holding
57
Top Buys
| 1 | +$377K | |
| 2 | +$366K | |
| 3 | +$343K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$317K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$302K |
Top Sells
| 1 | +$648K | |
| 2 | +$463K | |
| 3 | +$267K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$243K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$231K |
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Financials | 0.73% |
| 3 | Energy | 0.61% |
| 4 | Consumer Staples | 0.16% |
| 5 | Healthcare | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$837B
| $240K | 0.13% |
815
|
|
||
52
iShares Global Clean Energy ETF
ICLN
$2.91B
| $210K | 0.11% |
11,500
+970
|
|
||
53
Amplify Lithium & Battery Technology ETF
BATT
$129M
| $192K | 0.1% |
12,880
+1,265
|
|
||
54
Automatic Data Processing
ADP
$92.7B
| – | – |
-848
|
|
||
55
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
| – | – |
-1,565
|
|
||
56
Vanguard FTSE Developed Markets ETF
VEA
$222B
| – | – |
-4,275
|
|
||
|
57
Vanguard Growth ETF
VUG
$221B
| – | – |
-2,994
|
|