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
101
$42.3K 0.02%
2,250
+26
102
$39.8K 0.02%
211
+1
103
$39.6K 0.02%
1,516
104
$38.7K 0.02%
1,181
105
$38.2K 0.02%
257
106
$37.6K 0.02%
260
107
$36.6K 0.02%
435
108
$36.1K 0.02%
260
+1
109
$35.6K 0.02%
458
110
$35.5K 0.02%
526
+2
111
$34.5K 0.02%
669
+5
112
$34.3K 0.02%
500
113
$34.1K 0.02%
100
114
$33.2K 0.02%
700
115
$32.7K 0.02%
116
116
$32.5K 0.02%
1,232
-120
117
$32.3K 0.02%
2,150
+13
118
$31.2K 0.02%
960
119
$30.4K 0.02%
100
120
$30.4K 0.02%
585
121
$29.7K 0.02%
293
+2
122
$29.1K 0.02%
180
123
$28.6K 0.02%
69
124
$27.8K 0.02%
552
125
$27.6K 0.02%
100
3 4
5
6 7