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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$10.7M
3 +$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.1K 0.02%
+150
127
$22.5K 0.02%
+78
128
$22.2K 0.02%
+115
129
$22.2K 0.02%
+3,060
130
$21.3K 0.02%
+282
131
$21.1K 0.02%
+156
132
$20.2K 0.02%
+675
133
$20.1K 0.02%
+517
134
$19.9K 0.02%
+600
135
$19.9K 0.02%
+335
136
$19.8K 0.02%
+492
137
$19.7K 0.02%
+118
138
$19.6K 0.02%
+345
139
$19.5K 0.02%
+728
140
$19K 0.02%
+300
141
$18.7K 0.02%
+200
142
$18.3K 0.02%
+70
143
$17.9K 0.02%
+248
144
$16.9K 0.02%
+784
145
$16.7K 0.02%
+1,100
146
$16.3K 0.02%
+200
147
$15.9K 0.01%
+583
148
$15.6K 0.01%
+300
149
$15.6K 0.01%
+69
150
$15.6K 0.01%
+506