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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$158K 0.1%
659
+1
52
$157K 0.1%
927
53
$151K 0.09%
519
54
$150K 0.09%
1,393
55
$140K 0.09%
2,772
56
$138K 0.08%
9,092
57
$131K 0.08%
772
58
$124K 0.08%
855
59
$121K 0.07%
721
60
$119K 0.07%
305
61
$114K 0.07%
2,076
62
$112K 0.07%
1,513
63
$107K 0.06%
2,295
64
$105K 0.06%
776
65
$105K 0.06%
1,600
66
$103K 0.06%
470
67
$102K 0.06%
1,883
-25
68
$96.5K 0.06%
530
69
$94.5K 0.06%
445
-35
70
$87.6K 0.05%
2,622
71
$85.1K 0.05%
1,450
-950
72
$84.1K 0.05%
1,400
-200
73
$77.1K 0.05%
1,816
-99
74
$73.8K 0.04%
443
75
$69.9K 0.04%
290
1 2
3
4 5