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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.3K 0.02%
291
+3
127
$25.6K 0.02%
100
128
$25.2K 0.02%
156
129
$24.7K 0.02%
95
-25
130
$24.5K 0.01%
600
131
$24.3K 0.01%
111
132
$23.1K 0.01%
100
133
$22.4K 0.01%
30
134
$22.2K 0.01%
675
135
$22.2K 0.01%
728
136
$22.1K 0.01%
69
137
$21.3K 0.01%
75
138
$21.2K 0.01%
400
139
$21K 0.01%
300
140
$19.3K 0.01%
100
141
$19.2K 0.01%
450
142
$18.2K 0.01%
345
143
$18.1K 0.01%
300
144
$17.6K 0.01%
173
145
$17.4K 0.01%
401
146
$17.2K 0.01%
618
+9
147
$16.9K 0.01%
70
148
$16.3K 0.01%
150
149
$16.2K 0.01%
200
150
$16.2K 0.01%
191
+1
4 5
6
7 8