BFG

Baron Financial Group Portfolio holdings

AUM $187M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
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
+$1.07M
2
+$877K
3
+$214K
4
PG icon
Procter & Gamble
PG
+$212K
5
VB icon
Vanguard Small-Cap ETF
VB
+$211K

Top Sells

1
+$1.64M
2
+$731K
3
+$580K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$375K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$307K

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
– –
-13,385
52
– –
-16,950
1 2
3