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
$125M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.51M
3
+$961K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$699K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Top Sells

1
+$795K
2
+$733K
3
+$427K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$327K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$291K

Sector Composition

1 Technology 2.15%
2 Healthcare 1.33%
3 Financials 0.73%
4 Consumer Staples 0.65%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.56K ﹤0.01%
130
-370
202
$5.54K ﹤0.01%
75
203
$5.27K ﹤0.01%
20
204
$5.21K ﹤0.01%
125
205
$5.19K ﹤0.01%
24
206
$5K ﹤0.01%
197
207
$4.98K ﹤0.01%
459
208
$4.7K ﹤0.01%
2,090
+250
209
$4.63K ﹤0.01%
7
210
$4.5K ﹤0.01%
50
211
$4.48K ﹤0.01%
37
212
$4.45K ﹤0.01%
37
213
$4.34K ﹤0.01%
100
214
$4.12K ﹤0.01%
12
215
$3.99K ﹤0.01%
115
216
$3.67K ﹤0.01%
70
217
$3.6K ﹤0.01%
254
218
$3.59K ﹤0.01%
31
219
$3.59K ﹤0.01%
500
220
$3.51K ﹤0.01%
20
221
$3.21K ﹤0.01%
40
222
$2.93K ﹤0.01%
34
223
$2.91K ﹤0.01%
157
224
$2.76K ﹤0.01%
90
225
$2.68K ﹤0.01%
17
7 8
9
10 11