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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
249
+5
152
$15.8K 0.01%
150
153
$15.3K 0.01%
600
154
$13.7K 0.01%
236
155
$13.7K 0.01%
51
156
$13.4K 0.01%
40
157
$13.2K 0.01%
120
158
$13.2K 0.01%
93
159
$12.8K 0.01%
65
160
$12.6K 0.01%
99
161
$12.4K 0.01%
150
162
$12.1K 0.01%
20
163
$12K 0.01%
50
164
$10.8K 0.01%
701
165
$10.8K 0.01%
208
-50
166
$10.5K 0.01%
514
167
$10.1K 0.01%
738
168
$10K 0.01%
458
169
$9.99K 0.01%
1,026
+800
170
$9.28K 0.01%
188
171
$9.24K 0.01%
125
172
$8.77K 0.01%
40
173
$8.49K 0.01%
327
174
$8.28K 0.01%
96
175
$8.27K 0.01%
40
5 6
7
8 9