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
$148M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.09M
3
+$2.68M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.12M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.97M

Top Sells

1
+$3.64M
2
+$2.19M
3
+$449K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$393K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$243K

Sector Composition

1 Technology 1.71%
2 Energy 0.44%
3 Healthcare 0.41%
4 Financials 0.34%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
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