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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.66K 0.01%
20
177
$9.56K 0.01%
64
178
$9.41K 0.01%
433
-351
179
$9.15K 0.01%
100
180
$8.9K 0.01%
2
181
$8.76K 0.01%
327
182
$8.71K 0.01%
157
183
$8.32K 0.01%
312
184
$8.3K 0.01%
96
185
$8.07K 0.01%
738
186
$7.63K 0.01%
69
187
$7.43K 0.01%
1,000
188
$7.26K 0.01%
234
-272
189
$7.08K 0.01%
62
190
$6.74K 0.01%
501
191
$6.48K 0.01%
125
192
$6.17K ﹤0.01%
200
193
$6.16K ﹤0.01%
224
194
$6.14K ﹤0.01%
100
195
$6.11K ﹤0.01%
188
196
$6.08K ﹤0.01%
71
197
$5.94K ﹤0.01%
650
198
$5.77K ﹤0.01%
50
199
$5.65K ﹤0.01%
150
200
$5.58K ﹤0.01%
50
6 7
8
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