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
101
$42.4K 0.03%
2,199
+26
102
$42.3K 0.03%
237
+5
103
$41.7K 0.03%
941
-200
104
$40.2K 0.03%
209
-29
105
$39.9K 0.02%
960
106
$39.2K 0.02%
78
107
$39K 0.02%
502
+2
108
$38.9K 0.02%
615
-20
109
$37.1K 0.02%
458
110
$37.1K 0.02%
660
+4
111
$35.3K 0.02%
1,516
112
$35K 0.02%
120
-10
113
$34.4K 0.02%
200
114
$34.4K 0.02%
497
115
$33.6K 0.02%
116
+5
116
$33.4K 0.02%
700
117
$32.8K 0.02%
585
118
$32.6K 0.02%
260
119
$32.5K 0.02%
2,123
-2,937
120
$31.7K 0.02%
435
121
$31.5K 0.02%
552
+482
122
$31.4K 0.02%
100
-40
123
$30.9K 0.02%
522
+2
124
$30.5K 0.02%
500
125
$30.1K 0.02%
226
3 4
5
6 7