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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.6K 0.01%
70
152
$16.4K 0.01%
244
153
$15.8K 0.01%
190
+2
154
$15.7K 0.01%
600
155
$15.6K 0.01%
236
156
$15.4K 0.01%
150
157
$14.5K 0.01%
93
-10
158
$14.1K 0.01%
40
159
$13.4K 0.01%
120
160
$13.3K 0.01%
50
161
$13.2K 0.01%
258
162
$12.7K 0.01%
99
163
$12.4K 0.01%
514
164
$12.4K 0.01%
150
-150
165
$12.3K 0.01%
65
166
$12.1K 0.01%
51
167
$11.9K 0.01%
40
168
$11.2K 0.01%
20
169
$10.9K 0.01%
701
170
$10.7K 0.01%
458
171
$10.4K 0.01%
738
172
$9.9K 0.01%
188
173
$9.49K 0.01%
125
174
$9.15K 0.01%
100
175
$8.94K 0.01%
40
-50
5 6
7
8 9