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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$10.7M
3 +$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15.4K 0.01%
+769
152
$14.8K 0.01%
+450
153
$14.8K 0.01%
+100
154
$13.9K 0.01%
+320
155
$13.6K 0.01%
+103
156
$13.5K 0.01%
+1,516
157
$13.3K 0.01%
+300
158
$13.2K 0.01%
+100
159
$13K 0.01%
+400
160
$12.5K 0.01%
+99
161
$12.5K 0.01%
+236
162
$11.6K 0.01%
+401
163
$11.4K 0.01%
+2
164
$11.3K 0.01%
+70
165
$11.2K 0.01%
+20
166
$11.1K 0.01%
+514
167
$11.1K 0.01%
+600
168
$11.1K 0.01%
+30
169
$10.8K 0.01%
+186
170
$10.7K 0.01%
+50
171
$10.3K 0.01%
+120
172
$10.1K 0.01%
+100
173
$10.1K 0.01%
+40
174
$9.69K 0.01%
+51
175
$9.6K 0.01%
+458