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BFG
Baron Financial Group Portfolio holdings
AUM
$210M
1-Year Est. Return
21.78%
This Fund
S&P 500
This Quarter
Est. Return
+7.55%
1 Year Est. Return
+21.78%
3 Year Est. Return
+52.1%
5 Year Est. Return
+44.54%
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
99.28%
Top 10 Holdings %
Top 10 Hldgs %
58.83%
Holding
294
New
293
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$14.2M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.6M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.63M |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$6.28M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$5.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.3% |
| 2 | Healthcare | 1.49% |
| 3 | Financials | 1.08% |
| 4 | Consumer Staples | 0.76% |
| 5 | Industrials | 0.39% |
Similar funds
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KWM
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RWRC
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Baron Financial Group's Q3 2020 Portfolio in Review
Q3 2020 is the first quarter with a 13F filing on record for Baron Financial Group, which disclosed 294 positions worth $106M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is iShares Russell 2000 ETF: 94,218 shares worth $14.1M.
By sector, the portfolio is most concentrated in Technology at 2.3% of assets, followed by Healthcare and Financials.
- Baron Financial Group's largest Q3 2020 buy was iShares Russell 2000 ETF: 94,218 shares worth $14.1M.
- Baron Financial Group's ten largest holdings make up 59% of its $106M portfolio in Q3 2020.
- Baron Financial Group disclosed 294 positions in Q3 2020, its first 13F filing on record.
Based on Baron Financial Group's 13F filing for Q3 2020, filed 13 Nov 2020.