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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.6K 0.01%
150
152
$13.4K 0.01%
125
153
$13.2K 0.01%
51
154
$12.7K 0.01%
401
155
$12.1K 0.01%
+100
156
$11.8K 0.01%
514
157
$11.6K 0.01%
300
158
$11.5K 0.01%
90
-3
159
$11.2K 0.01%
738
160
$10.9K 0.01%
120
161
$10.3K 0.01%
208
162
$10.3K 0.01%
188
163
$9.8K 0.01%
236
164
$9.63K 0.01%
1,026
165
$9.51K 0.01%
40
-60
166
$9.26K 0.01%
40
167
$8.92K 0.01%
106
168
$8.38K ﹤0.01%
40
169
$8.28K ﹤0.01%
327
170
$8.01K ﹤0.01%
96
171
$7.64K ﹤0.01%
+100
172
$7.21K ﹤0.01%
501
173
$6.74K ﹤0.01%
459
174
$6.6K ﹤0.01%
20
175
$6.38K ﹤0.01%
197
5 6
7
8 9