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
$165M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.32M
3
+$1.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$650K

Top Sells

1
+$163K
2
+$141K
3
+$133K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$132K
5
VHT icon
Vanguard Health Care ETF
VHT
+$100K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.07%
3 Financials 0.84%
4 Consumer Staples 0.52%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.51K ﹤0.01%
61
202
$2.87K ﹤0.01%
90
203
$2.68K ﹤0.01%
105
204
$2.65K ﹤0.01%
64
-3
205
$2.57K ﹤0.01%
61
206
$2.47K ﹤0.01%
24
207
$2.41K ﹤0.01%
45
208
$2.41K ﹤0.01%
39
209
$2.37K ﹤0.01%
55
210
$1.61K ﹤0.01%
157
211
$1.59K ﹤0.01%
73
212
$1.33K ﹤0.01%
66
213
$1.3K ﹤0.01%
400
214
$1.19K ﹤0.01%
182
215
$1.17K ﹤0.01%
10
216
$1.05K ﹤0.01%
380
217
$1.02K ﹤0.01%
16
218
$981 ﹤0.01%
180
219
$877 ﹤0.01%
14
220
$805 ﹤0.01%
8
221
$753 ﹤0.01%
10
222
$593 ﹤0.01%
16
223
$405 ﹤0.01%
45
224
$108 ﹤0.01%
4
225
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6 7 8
9
10