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
$151M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$612K
2 +$564K
3 +$561K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$411K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$343K

Sector Composition

1 Technology 1.82%
2 Healthcare 0.74%
3 Energy 0.55%
4 Financials 0.37%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.15%
+2,000
52
$216K 0.14%
+3,523
53
-2,650