BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
-4.94%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-2.4%)
Cap. Flow
+$4.93M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
58.38%
Holding
226
New
5
Increased
50
Reduced
23
Closed
7
Top Buys
Top Sells
| 1 |
First Trust Global Wind Energy ETF
FAN
|
$2.17M |
| 2 |
SPDR ICE Preferred Securities ETF
PSK
|
$277K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$110K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$102K |
| 5 |
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% |
