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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.1%
2,068
-99
52
$157K 0.1%
1,393
53
$156K 0.1%
658
-60
54
$149K 0.09%
519
+22
55
$143K 0.09%
2,772
-100
56
$143K 0.09%
9,092
-270
57
$142K 0.09%
2,400
58
$136K 0.08%
772
59
$132K 0.08%
855
60
$122K 0.08%
305
61
$119K 0.07%
721
62
$113K 0.07%
470
-40
63
$110K 0.07%
530
-50
64
$110K 0.07%
1,513
-16
65
$108K 0.07%
2,295
-90
66
$107K 0.07%
776
+53
67
$105K 0.07%
480
68
$105K 0.07%
1,600
69
$101K 0.06%
1,908
70
$98.8K 0.06%
2,076
71
$95.8K 0.06%
1,600
72
$88.4K 0.06%
2,622
-1
73
$87K 0.05%
1,332
74
$79K 0.05%
1,915
+1
75
$76.2K 0.05%
350
-50
1 2
3
4 5