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
$176M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$927K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$789K

Top Sells

1
+$1.02M
2
+$495K
3
+$129K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$119K
5
IBM icon
IBM
IBM
+$103K

Sector Composition

1 Technology 2%
2 Healthcare 1.12%
3 Financials 0.82%
4 Consumer Staples 0.54%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.47K ﹤0.01%
55
202
$2.44K ﹤0.01%
39
203
$2.07K ﹤0.01%
10
204
$2.01K ﹤0.01%
2
205
$1.92K ﹤0.01%
45
206
$1.62K ﹤0.01%
73
207
$1.6K ﹤0.01%
157
208
$1.5K ﹤0.01%
400
209
$1.37K ﹤0.01%
66
210
$1.35K ﹤0.01%
+65
211
$1.12K ﹤0.01%
180
212
$1.1K ﹤0.01%
16
213
$1.06K ﹤0.01%
380
214
$879 ﹤0.01%
14
215
$836 ﹤0.01%
8
216
$820 ﹤0.01%
182
217
$768 ﹤0.01%
10
218
$459 ﹤0.01%
+2
219
$352 ﹤0.01%
45
220
$284 ﹤0.01%
16
221
$112 ﹤0.01%
4
222
– –
-64
223
– –
-78
224
– –
-701
225
– –
-640
6 7 8
9
10