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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69.4K 0.04%
497
-30
77
$67.2K 0.04%
156
78
$67.2K 0.04%
350
79
$65.8K 0.04%
1,254
80
$64.2K 0.04%
982
-350
81
$59.2K 0.04%
395
-70
82
$59.1K 0.04%
360
+160
83
$56.2K 0.03%
700
84
$53K 0.03%
675
85
$51.4K 0.03%
1,028
86
$50.7K 0.03%
83
87
$50.4K 0.03%
335
88
$49.3K 0.03%
1,555
89
$48.9K 0.03%
841
90
$48.1K 0.03%
360
-100
91
$47.5K 0.03%
140
92
$47.3K 0.03%
603
+3
93
$47.1K 0.03%
744
94
$46.2K 0.03%
3,060
95
$44.5K 0.03%
30
96
$43.8K 0.03%
503
+1
97
$43.6K 0.03%
640
98
$43.2K 0.03%
180
99
$42.5K 0.03%
237
100
$42.5K 0.03%
200
2 3
4
5 6