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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.6K 0.02%
258
-19
127
$29K 0.02%
1,100
128
$28.8K 0.02%
100
129
$28K 0.02%
288
+2
130
$25.6K 0.02%
70
131
$25.5K 0.02%
156
132
$25.4K 0.02%
600
133
$25K 0.02%
111
134
$23.9K 0.01%
728
135
$23K 0.01%
100
136
$22.7K 0.01%
675
137
$21.3K 0.01%
100
138
$20.8K 0.01%
450
139
$20.7K 0.01%
30
140
$20.7K 0.01%
300
141
$20.6K 0.01%
300
142
$20.5K 0.01%
345
143
$20.3K 0.01%
69
144
$19.6K 0.01%
400
145
$18.6K 0.01%
150
-50
146
$18.6K 0.01%
75
147
$18.1K 0.01%
173
148
$17K 0.01%
609
+8
149
$16.9K 0.01%
200
150
$16.8K 0.01%
401
4 5
6
7 8