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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$172K 0.1%
663
+2
52
$163K 0.09%
927
53
$149K 0.09%
519
54
$143K 0.08%
280
-25
55
$135K 0.08%
721
56
$133K 0.08%
2,772
57
$130K 0.08%
2,076
58
$115K 0.07%
855
59
$115K 0.07%
776
60
$114K 0.07%
1,499
+2
61
$114K 0.07%
2,295
62
$114K 0.07%
530
63
$106K 0.06%
772
64
$101K 0.06%
1,600
65
$98K 0.06%
1,758
-125
66
$96.6K 0.06%
2,622
67
$93.6K 0.05%
1,450
68
$92.9K 0.05%
1,400
69
$90K 0.05%
470
70
$86.6K 0.05%
445
71
$85.2K 0.05%
2,067
+251
72
$83.5K 0.05%
700
73
$78K 0.05%
350
74
$77.7K 0.05%
1,254
75
$71.7K 0.04%
290
1 2
3
4 5