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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.7M
3
+$6.84M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$6.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.3%
2 Healthcare 1.49%
3 Financials 1.08%
4 Consumer Staples 0.76%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.42K 0.01%
+100
202
$5.42K 0.01%
+50
203
$5.17K ﹤0.01%
+188
204
$5.17K ﹤0.01%
+75
205
$5.16K ﹤0.01%
+500
206
$5.04K ﹤0.01%
+125
207
$4.88K ﹤0.01%
+150
208
$4.87K ﹤0.01%
+50
209
$4.68K ﹤0.01%
+500
210
$4.63K ﹤0.01%
+197
211
$4.37K ﹤0.01%
+7
212
$4.34K ﹤0.01%
+145
213
$4.29K ﹤0.01%
+100
214
$4.1K ﹤0.01%
+459
215
$4.02K ﹤0.01%
+20
216
$3.94K ﹤0.01%
+650
217
$3.77K ﹤0.01%
+37
218
$3.7K ﹤0.01%
+125
219
$3.69K ﹤0.01%
+12
220
$3.62K ﹤0.01%
+37
221
$3.44K ﹤0.01%
+115
222
$3.44K ﹤0.01%
+31
223
$3.31K ﹤0.01%
+1,840
224
$3.24K ﹤0.01%
+70
225
$3.04K ﹤0.01%
+24
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9
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