BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
+3.5%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+7.1%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
57.55%
Holding
226
New
2
Increased
40
Reduced
20
Closed
5
Top Buys
Top Sells
| 1 |
First Trust Global Wind Energy ETF
FAN
|
$1.02M |
| 2 |
SPDR ICE Preferred Securities ETF
PSK
|
$495K |
| 3 |
Vanguard Health Care ETF
VHT
|
$129K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$119K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$90.6K |
Sector Composition
| 1 | Technology | 2% |
| 2 | Healthcare | 1.12% |
| 3 | Financials | 0.82% |
| 4 | Consumer Staples | 0.54% |
| 5 | Energy | 0.33% |
