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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.8K 0.02%
780
-775
127
$25.9K 0.01%
675
128
$25.1K 0.01%
111
129
$24.9K 0.01%
600
130
$24K 0.01%
400
131
$23.9K 0.01%
30
132
$23.8K 0.01%
156
133
$22.8K 0.01%
100
134
$22.8K 0.01%
75
135
$22.1K 0.01%
1,100
136
$21.8K 0.01%
300
137
$21.6K 0.01%
728
138
$20.7K 0.01%
450
139
$20.3K 0.01%
173
140
$20.3K 0.01%
345
141
$19.8K 0.01%
192
+1
142
$18.9K 0.01%
628
+10
143
$18.9K 0.01%
70
144
$17.9K 0.01%
95
145
$17.8K 0.01%
200
146
$17.1K 0.01%
150
147
$16.2K 0.01%
150
148
$16.1K 0.01%
600
149
$14.9K 0.01%
50
150
$14.8K 0.01%
51
4 5
6
7 8