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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70.8K 0.04%
156
77
$69K 0.04%
443
78
$62.3K 0.04%
395
79
$61.2K 0.04%
1,516
80
$60.9K 0.04%
407
-80
81
$59.2K 0.03%
320
+83
82
$59.1K 0.03%
832
-150
83
$58.7K 0.03%
360
84
$56.1K 0.03%
335
85
$55.1K 0.03%
675
86
$55.1K 0.03%
4,192
-300
87
$52.8K 0.03%
841
88
$51.5K 0.03%
608
+3
89
$50.2K 0.03%
236
+125
90
$48.4K 0.03%
200
91
$47.4K 0.03%
1,028
92
$45.8K 0.03%
615
93
$45.7K 0.03%
3,060
94
$45.2K 0.03%
1,181
95
$45.2K 0.03%
226
96
$44.4K 0.03%
744
97
$44.4K 0.03%
918
+41
98
$44K 0.03%
639
+181
99
$41.8K 0.02%
505
+1
100
$39.8K 0.02%
30
2 3
4
5 6