BFG

Baron Financial Group Portfolio holdings

AUM $183M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K 0.12%
2,300
52
$147K 0.12%
2,800
53
$145K 0.12%
1,853
54
$141K 0.11%
9,362
55
$137K 0.11%
541
56
$131K 0.1%
1,156
-160
57
$131K 0.1%
919
-25
58
$118K 0.09%
846
-78
59
$113K 0.09%
323
60
$109K 0.09%
510
+10
61
$108K 0.09%
597
62
$105K 0.08%
1,600
63
$101K 0.08%
2,251
64
$97.6K 0.08%
1,529
+5
65
$95.1K 0.08%
2,623
66
$89.3K 0.07%
700
-170
67
$86K 0.07%
723
68
$80K 0.06%
1,600
69
$78.6K 0.06%
2,076
70
$73.8K 0.06%
1,473
-30
71
$71.8K 0.06%
1,332
72
$71.4K 0.06%
600
-50
73
$70.7K 0.06%
500
74
$69.5K 0.06%
432
75
$69.2K 0.06%
1,440
1 2
3
4 5