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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.09%
2,178
+10
52
$167K 0.09%
519
53
$166K 0.09%
927
54
$162K 0.09%
661
+2
55
$153K 0.09%
305
56
$143K 0.08%
855
57
$142K 0.08%
2,772
58
$125K 0.07%
1,497
-16
59
$120K 0.07%
772
60
$119K 0.07%
1,883
61
$118K 0.07%
2,076
62
$118K 0.07%
721
63
$114K 0.06%
776
64
$114K 0.06%
530
65
$111K 0.06%
2,295
66
$106K 0.06%
1,600
67
$94.6K 0.05%
470
68
$93.9K 0.05%
1,450
69
$92.8K 0.05%
445
70
$91.3K 0.05%
2,622
71
$81.5K 0.05%
1,400
72
$81K 0.05%
443
73
$80.8K 0.05%
1,816
74
$77.7K 0.04%
290
75
$74.7K 0.04%
982
1 2
3
4 5