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
101
$42.2K 0.03%
2,224
+25
102
$41.8K 0.03%
941
103
$40.4K 0.02%
210
+1
104
$39.4K 0.02%
1,181
105
$39.3K 0.02%
615
106
$39K 0.02%
78
107
$37.9K 0.02%
1,516
108
$37.8K 0.02%
226
109
$37.7K 0.02%
257
110
$36.7K 0.02%
458
111
$35.4K 0.02%
664
+4
112
$34.6K 0.02%
260
113
$33.6K 0.02%
960
114
$32.5K 0.02%
116
115
$32.1K 0.02%
2,137
+14
116
$31.9K 0.02%
700
117
$31.7K 0.02%
435
118
$31.6K 0.02%
259
+1
119
$31.6K 0.02%
585
120
$31K 0.02%
100
121
$30.9K 0.02%
1,352
-1,472
122
$30.9K 0.02%
552
123
$30.4K 0.02%
500
124
$28.7K 0.02%
524
+2
125
$27.5K 0.02%
1,100
3 4
5
6 7