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
101
$37.4K 0.03%
78
102
$37.1K 0.03%
250
103
$36.5K 0.03%
732
104
$35.4K 0.03%
125
-25
105
$35.3K 0.03%
1,325
106
$34.4K 0.03%
585
107
$32.6K 0.03%
200
108
$32.5K 0.03%
652
+4
109
$32.3K 0.03%
3,060
110
$32.3K 0.03%
499
+1
111
$32.2K 0.03%
150
112
$32K 0.03%
2,096
-1,087
113
$31.4K 0.03%
675
114
$30.6K 0.02%
209
115
$29.9K 0.02%
275
+1
116
$29.7K 0.02%
111
117
$29.6K 0.02%
226
118
$29.2K 0.02%
150
119
$28.7K 0.02%
700
120
$28.1K 0.02%
500
-200
121
$28K 0.02%
320
122
$27.3K 0.02%
100
123
$27.1K 0.02%
495
+3
124
$25K 0.02%
70
125
$25K 0.02%
300
-500
3 4
5
6 7