BFG
Baron Financial Group Portfolio holdings
AUM
$170M
1-Year Return
11.92%
This Quarter Return
-1.12%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$165M
AUM Growth
+$3.98M
(+2.5%)
Cap. Flow
+$5.94M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
238
New
–
Increased
42
Reduced
30
Closed
14
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$163K |
| 2 |
SPDR ICE Preferred Securities ETF
PSK
|
$141K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$133K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$132K |
| 5 |
Vanguard Health Care ETF
VHT
|
$100K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Healthcare | 1.07% |
| 3 | Financials | 0.84% |
| 4 | Consumer Staples | 0.52% |
| 5 | Energy | 0.34% |
