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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.7M
3
+$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.55K 0.01%
+335
177
$9.53K 0.01%
+150
178
$9.48K 0.01%
+701
179
$9.3K 0.01%
+42
180
$9.15K 0.01%
+100
181
$8.87K 0.01%
+40
182
$8.86K 0.01%
+258
183
$8.83K 0.01%
+64
184
$8.7K 0.01%
+327
185
$8.32K 0.01%
+96
186
$8.31K 0.01%
+312
187
$7.64K 0.01%
+69
188
$7.6K 0.01%
+73
189
$7.58K 0.01%
+244
190
$7.53K 0.01%
+206
191
$7.39K 0.01%
+157
192
$7.27K 0.01%
+300
193
$7.25K 0.01%
+200
194
$6.03K 0.01%
+1,000
195
$5.91K 0.01%
+501
196
$5.85K 0.01%
+224
197
$5.71K 0.01%
+738
198
$5.67K 0.01%
+71
199
$5.48K 0.01%
+200
200
$5.47K 0.01%
+62
6 7
8
9 10