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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.4K 0.01%
400
152
$14.6K 0.01%
30
153
$14.6K 0.01%
173
-75
154
$13.6K 0.01%
600
155
$13.5K 0.01%
236
156
$13.1K 0.01%
244
157
$13K 0.01%
401
158
$12.8K 0.01%
120
159
$12.8K 0.01%
187
+1
160
$12.6K 0.01%
99
161
$12.6K 0.01%
514
162
$12.2K 0.01%
70
163
$12K 0.01%
42
164
$11.9K 0.01%
50
165
$11.7K 0.01%
150
166
$11.2K 0.01%
335
167
$10.9K 0.01%
258
168
$10.8K 0.01%
458
169
$10.8K 0.01%
40
170
$10.6K 0.01%
200
171
$10.4K 0.01%
40
172
$10.1K 0.01%
701
173
$10.1K 0.01%
200
-100
174
$10K 0.01%
51
175
$9.97K 0.01%
100
5 6
7
8 9