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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25.4K 0.01%
600
127
$25K 0.01%
100
128
$24.8K 0.01%
190
+34
129
$23.3K 0.01%
69
130
$22.9K 0.01%
400
131
$22.2K 0.01%
1,100
132
$20.3K 0.01%
345
133
$20.2K 0.01%
728
134
$20K 0.01%
30
135
$20K 0.01%
200
136
$19.5K 0.01%
193
+1
137
$18.2K 0.01%
636
+8
138
$18K 0.01%
722
-510
139
$17.8K 0.01%
300
140
$17.7K 0.01%
150
141
$16.6K 0.01%
40
142
$16.3K 0.01%
450
143
$16K 0.01%
66
144
$15.8K 0.01%
127
+28
145
$15.8K 0.01%
70
146
$15.2K 0.01%
600
147
$14.4K 0.01%
458
148
$14.3K 0.01%
50
149
$14.2K 0.01%
249
150
$14K 0.01%
20
4 5
6
7 8