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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.9K 0.05%
181
77
$67.9K 0.05%
443
78
$67K 0.05%
315
79
$65.7K 0.05%
390
80
$63.7K 0.05%
350
81
$61K 0.05%
2,014
-49
82
$58.2K 0.05%
481
83
$56.1K 0.04%
640
84
$52K 0.04%
700
85
$49K 0.04%
1,341
86
$47.8K 0.04%
345
-27
87
$46.8K 0.04%
200
-30
88
$46K 0.04%
200
89
$45.8K 0.04%
594
+2
90
$45.5K 0.04%
30
91
$44.9K 0.04%
83
92
$44.8K 0.04%
744
93
$41.3K 0.03%
754
-20
94
$41.2K 0.03%
2,147
+26
95
$39.9K 0.03%
960
96
$39.2K 0.03%
180
97
$38.9K 0.03%
237
+1
98
$38.5K 0.03%
140
99
$37.8K 0.03%
646
100
$37.7K 0.03%
558
2 3
4
5 6