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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.4K 0.04%
156
77
$74.2K 0.04%
1,254
78
$73.2K 0.04%
487
-10
79
$72.4K 0.04%
350
80
$70.1K 0.04%
4,492
-4,600
81
$64.3K 0.04%
395
82
$62.2K 0.04%
700
83
$60K 0.03%
360
84
$58.2K 0.03%
335
85
$56.5K 0.03%
605
+2
86
$55.8K 0.03%
841
87
$53K 0.03%
675
88
$52.1K 0.03%
360
89
$50.8K 0.03%
1,028
90
$50K 0.03%
83
91
$48.5K 0.03%
237
92
$47.3K 0.03%
744
93
$47.1K 0.03%
140
94
$46.4K 0.03%
3,060
95
$45.4K 0.03%
877
-64
96
$45K 0.03%
226
97
$45K 0.03%
200
98
$44.7K 0.03%
30
99
$44K 0.02%
615
100
$43.9K 0.02%
504
+1
2 3
4
5 6