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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.6K 0.01%
249
152
$14.5K 0.01%
458
153
$14K 0.01%
120
154
$13.7K 0.01%
66
+1
155
$13.7K 0.01%
40
156
$13K 0.01%
401
157
$13K 0.01%
300
158
$12.8K 0.01%
99
159
$12.6K 0.01%
20
160
$12.2K 0.01%
150
161
$12.1K 0.01%
208
162
$11.9K 0.01%
738
163
$11.8K 0.01%
236
164
$11.4K 0.01%
93
165
$11.1K 0.01%
514
166
$10.3K 0.01%
40
167
$9.87K 0.01%
40
168
$9.7K 0.01%
125
169
$8.93K 0.01%
188
170
$8.73K ﹤0.01%
106
171
$8.42K ﹤0.01%
327
172
$8.22K ﹤0.01%
96
173
$8.22K ﹤0.01%
1,026
174
$8.05K ﹤0.01%
501
175
$7.8K ﹤0.01%
312
5 6
7
8 9