BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
+3.92%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+2.5%)
Cap. Flow
-$1.8M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
56.6%
Holding
55
New
–
Increased
21
Reduced
27
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Healthcare | 0.6% |
| 3 | Energy | 0.5% |
| 4 | Financials | 0.36% |
| 5 | Consumer Staples | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$370B
| $205K | 0.13% |
1,351
| – | – |
|
52
iShares Core US Aggregate Bond ETF
AGG
$130B
| $201K | 0.12% |
2,055
-20
| -1% | -$1.96K |
|
53
AbbVie
ABBV
$373B
| – | – |
-1,430
| Closed | -$228K |
|
54
Blackstone
BX
$132B
| – | – |
-2,650
| Closed | -$233K |
|
55
FibroGen
FGEN
$47.6M
| – | – |
-10,000
| Closed | -$187K |
|