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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.69K ﹤0.01%
200
177
$7.65K ﹤0.01%
20
178
$7.33K ﹤0.01%
125
179
$6.84K ﹤0.01%
197
180
$6.51K ﹤0.01%
459
181
$6.39K ﹤0.01%
37
182
$6.29K ﹤0.01%
75
183
$6.14K ﹤0.01%
150
184
$5.81K ﹤0.01%
50
185
$5.79K ﹤0.01%
224
186
$5.14K ﹤0.01%
37
187
$4.73K ﹤0.01%
254
188
$4.56K ﹤0.01%
7
189
$4.55K ﹤0.01%
1,000
190
$4.13K ﹤0.01%
115
191
$3.72K ﹤0.01%
40
192
$3.71K ﹤0.01%
118
193
$3.7K ﹤0.01%
100
194
$3.66K ﹤0.01%
270
195
$3.57K ﹤0.01%
24
196
$3.46K ﹤0.01%
61
197
$2.88K ﹤0.01%
61
198
$2.77K ﹤0.01%
105
199
$2.66K ﹤0.01%
24
200
$2.55K ﹤0.01%
90
6 7
8
9 10