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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.6K 0.02%
200
127
$23.9K 0.02%
285
+3
128
$23.8K 0.02%
1,100
129
$23.7K 0.02%
518
+1
130
$23.6K 0.02%
156
131
$23.4K 0.02%
115
132
$22.3K 0.02%
728
133
$21.9K 0.02%
364
-150
134
$21.5K 0.02%
675
135
$21.5K 0.02%
118
136
$21.2K 0.02%
600
137
$21K 0.02%
335
138
$19.8K 0.02%
345
139
$19.1K 0.02%
70
140
$18.8K 0.02%
734
-35
141
$18.3K 0.01%
1,516
142
$18K 0.01%
69
143
$17.5K 0.01%
300
144
$16.9K 0.01%
100
145
$16.7K 0.01%
592
+9
146
$16.7K 0.01%
200
147
$16.2K 0.01%
300
148
$15.7K 0.01%
450
149
$15.5K 0.01%
100
150
$15.4K 0.01%
103
4 5
6
7 8