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
$162M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$264K
3
+$176K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$171K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$167K

Top Sells

1
+$574K
2
+$399K
3
+$373K
4
EXEL icon
Exelixis
EXEL
+$307K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$244K

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 Change
in Stake 		Capital Flow
51
$205K 0.13%
1,351
52
$201K 0.12%
2,055
-20
53
– –
-400
54
– –
-2,650
55
– –
-1,430
1 2
3