BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
-5.01%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(-1.9%)
Cap. Flow
+$4.92M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
54.96%
Holding
218
New
8
Increased
20
Reduced
17
Closed
168
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.03M |
| 2 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
$3.09M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
$2.68M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$2.12M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.97M |
Top Sells
Sector Composition
| 1 | Technology | 1.71% |
| 2 | Energy | 0.44% |
| 3 | Healthcare | 0.41% |
| 4 | Financials | 0.34% |
| 5 | Consumer Staples | 0.17% |
