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
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$909K
3 +$224K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$221K
5
PG icon
Procter & Gamble
PG
+$219K

Top Sells

1 +$1.76M
2 +$768K
3 +$580K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$321K

Sector Composition

1 Technology 2.21%
2 Energy 0.53%
3 Healthcare 0.48%
4 Financials 0.44%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-16,950
52
-13,385