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
$172M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$751K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$663K

Top Sells

1
+$2.17M
2
+$277K
3
+$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$102K
5
GLD icon
SPDR Gold Trust
GLD
+$79.5K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.12%
3 Financials 0.81%
4 Consumer Staples 0.51%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.31K ﹤0.01%
55
202
$2.25K ﹤0.01%
2
203
$1.93K ﹤0.01%
73
204
$1.73K ﹤0.01%
45
205
$1.72K ﹤0.01%
66
206
$1.23K ﹤0.01%
380
207
$1.2K ﹤0.01%
157
208
$1.1K ﹤0.01%
65
209
$1.05K ﹤0.01%
16
210
$983 ﹤0.01%
180
211
$943 ﹤0.01%
182
212
$924 ﹤0.01%
400
213
$854 ﹤0.01%
14
214
$819 ﹤0.01%
8
215
$721 ﹤0.01%
10
216
$479 ﹤0.01%
2
217
$304 ﹤0.01%
16
218
$268 ﹤0.01%
45
219
$114 ﹤0.01%
4
220
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-270
221
– –
-312
222
– –
-180
223
– –
-6,465
224
– –
-75
225
– –
-200
6 7 8
9
10