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
101
$39.1K 0.02%
176
+36
102
$39K 0.02%
212
+1
103
$38.7K 0.02%
495
+345
104
$38.5K 0.02%
2,277
+27
105
$36.8K 0.02%
+361
106
$36.7K 0.02%
435
107
$36.6K 0.02%
700
108
$36.3K 0.02%
260
109
$36.2K 0.02%
260
-100
110
$35.3K 0.02%
527
+1
111
$33.5K 0.02%
500
112
$33.4K 0.02%
674
+5
113
$32.3K 0.02%
960
114
$32K 0.02%
257
115
$31.8K 0.02%
2,343
+193
116
$31.1K 0.02%
83
117
$30.9K 0.02%
261
+1
118
$30.5K 0.02%
100
119
$29.8K 0.02%
585
120
$28.8K 0.02%
116
121
$28.6K 0.02%
100
122
$28.2K 0.02%
173
123
$27.5K 0.02%
675
124
$26.7K 0.02%
780
125
$25.8K 0.02%
552
3 4
5
6 7