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
$157M
AUM Growth
-$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$610K
2 +$337K
3 +$144K
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$60.3K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$55.8K

Top Sells

1 +$918K
2 +$578K
3 +$506K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$467K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 1.94%
2 Energy 0.52%
3 Financials 0.25%
4 Consumer Staples 0.22%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,612