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
$161M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$1.44M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$554K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$527K

Top Sells

1
+$369K
2
+$282K
3
+$156K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Sector Composition

1 Technology 1.93%
2 Healthcare 1.1%
3 Financials 0.84%
4 Consumer Staples 0.54%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.91K ﹤0.01%
37
202
$4.89K ﹤0.01%
24
203
$4.72K ﹤0.01%
12
204
$4.69K ﹤0.01%
115
205
$3.86K ﹤0.01%
61
206
$3.85K ﹤0.01%
40
207
$3.69K ﹤0.01%
118
208
$3.67K ﹤0.01%
20
209
$3.48K ﹤0.01%
270
210
$3.38K ﹤0.01%
100
211
$3.12K ﹤0.01%
90
212
$3.03K ﹤0.01%
67
213
$2.72K ﹤0.01%
45
214
$2.71K ﹤0.01%
61
215
$2.6K ﹤0.01%
157
216
$2.55K ﹤0.01%
105
217
$2.53K ﹤0.01%
24
-10
218
$2.35K ﹤0.01%
55
219
$2.33K ﹤0.01%
39
220
$2.24K ﹤0.01%
226
221
$1.87K ﹤0.01%
400
222
$1.82K ﹤0.01%
182
223
$1.65K ﹤0.01%
73
224
$1.42K ﹤0.01%
20
225
$1.31K ﹤0.01%
380
6 7 8
9
10