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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.62K 0.01%
327
177
$8.28K 0.01%
96
178
$8.08K 0.01%
312
179
$7.83K ﹤0.01%
650
180
$7.73K ﹤0.01%
106
181
$7.63K ﹤0.01%
2
182
$7.62K ﹤0.01%
69
183
$7.59K ﹤0.01%
20
184
$7.55K ﹤0.01%
501
185
$7.45K ﹤0.01%
200
186
$7.4K ﹤0.01%
125
187
$7.24K ﹤0.01%
71
188
$6.86K ﹤0.01%
1,000
189
$6.54K ﹤0.01%
459
190
$6.31K ﹤0.01%
2,090
191
$6.24K ﹤0.01%
150
192
$6.1K ﹤0.01%
224
193
$6.02K ﹤0.01%
75
194
$6K ﹤0.01%
197
195
$5.52K ﹤0.01%
254
196
$5.49K ﹤0.01%
254
197
$5.48K ﹤0.01%
37
198
$5.35K ﹤0.01%
130
199
$5.05K ﹤0.01%
7
200
$5K ﹤0.01%
37
6 7
8
9 10