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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.93K ﹤0.01%
312
177
$7.56K ﹤0.01%
20
178
$7.43K ﹤0.01%
501
179
$7.26K ﹤0.01%
200
180
$6.97K ﹤0.01%
459
181
$6.61K ﹤0.01%
106
182
$6.59K ﹤0.01%
125
183
$6.23K ﹤0.01%
150
184
$5.99K ﹤0.01%
197
185
$5.92K ﹤0.01%
75
186
$5.88K ﹤0.01%
224
187
$5.52K ﹤0.01%
37
188
$5.44K ﹤0.01%
254
189
$5.19K ﹤0.01%
254
190
$5.12K ﹤0.01%
50
-21
191
$5.09K ﹤0.01%
7
192
$4.81K ﹤0.01%
37
193
$4.78K ﹤0.01%
100
194
$4.65K ﹤0.01%
1,000
195
$4.23K ﹤0.01%
115
196
$3.77K ﹤0.01%
40
197
$3.7K ﹤0.01%
270
198
$3.69K ﹤0.01%
118
199
$3.69K ﹤0.01%
24
200
$3.52K ﹤0.01%
2
6 7
8
9 10