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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.36K ﹤0.01%
55
-40
177
$5.7K ﹤0.01%
150
178
$5.69K ﹤0.01%
224
179
$5.67K ﹤0.01%
+62
180
$5.62K ﹤0.01%
37
181
$5.48K ﹤0.01%
1,000
182
$5.47K ﹤0.01%
125
183
$5.41K ﹤0.01%
50
184
$5.12K ﹤0.01%
75
185
$4.63K ﹤0.01%
37
186
$4.55K ﹤0.01%
256
+2
187
$4.53K ﹤0.01%
115
188
$3.92K ﹤0.01%
40
189
$3.89K ﹤0.01%
61
190
$3.82K ﹤0.01%
7
191
$3.58K ﹤0.01%
118
192
$3.51K ﹤0.01%
61
193
$3.17K ﹤0.01%
24
194
$2.74K ﹤0.01%
39
195
$2.7K ﹤0.01%
100
196
$2.63K ﹤0.01%
10
197
$2.63K ﹤0.01%
24
198
$2.56K ﹤0.01%
105
199
$2.38K ﹤0.01%
+18
200
$2.35K ﹤0.01%
90
6 7
8
9 10