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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74K 0.05%
527
-73
77
$71.6K 0.04%
443
78
$70.1K 0.04%
465
-235
79
$67.9K 0.04%
1,254
80
$67.1K 0.04%
156
-25
81
$67K 0.04%
290
82
$64.7K 0.04%
2,824
-916
83
$58.4K 0.04%
700
84
$56.2K 0.03%
460
85
$55.8K 0.03%
1,028
-100
86
$52.5K 0.03%
841
-50
87
$52.5K 0.03%
675
-25
88
$49.9K 0.03%
1,555
+230
89
$49.7K 0.03%
335
-50
90
$48.9K 0.03%
744
91
$48.8K 0.03%
200
92
$48.7K 0.03%
140
+20
93
$45.8K 0.03%
30
94
$44K 0.03%
600
+3
95
$43.9K 0.03%
640
96
$43.9K 0.03%
180
97
$43.8K 0.03%
83
98
$43.6K 0.03%
3,060
99
$43K 0.03%
1,181
+537
100
$42.7K 0.03%
257
-90
2 3
4
5 6